Millbrook Group is a Melbourne-based funds manager specialising in the delivery of attractive fixed interest investment returns, with income distributions typically paid on a monthly basis. Established in 2005, the firm has developed a strong track record within the financial services sector.
Millbrook Group is focused on sourcing and structuring high-quality mortgage lending opportunities, often supporting borrowers who may not meet the requirements of traditional banking institutions. Through its disciplined investment approach and sector expertise, the company has built a reputation in property finance for reliability, innovation, and a strong commitment to client and investor outcomes.
Role Overview
We are seeking a highly capable Business Analyst to support our private credit and funds management operations. This role plays a key part in improving business processes, operational workflows, systems, data integrity, compliance frameworks, and internal controls across the business.
You will act as a critical bridge between business stakeholders, credit teams, finance, operations, compliance, technology vendors, and senior management. Your focus will be to help streamline processes, enhance system functionality, reduce manual effort, and support ongoing transformation initiatives.
This is a hands‐on role suited to someone with experience in financial services, lending, mortgage operations, non‐bank lending, or private credit.
Key Responsibilities
Business Process Analysis
* Review and analyse end-to-end processes across credit, loan administration, settlements, investor reporting, finance, and compliance
* Map current-state workflows and identify inefficiencies, control gaps, duplication, and manual workarounds
* Document business processes, functional requirements, and operating procedures
* Support initiatives to simplify, standardise, and improve operational processes
* Contribute to continuous improvement across the private credit operating model
Systems & Requirements Management
* Act as a liaison between business users and system providers (loan management systems, CRM, investor platforms, accounting systems, document management systems)
* Gather, document, and validate business requirements for system enhancements
* Translate requirements into clear functional specifications for vendors and internal teams
* Support UAT, system configuration, defect tracking, and implementation activities
* Assist with system upgrades, workflow changes, and automation initiatives
Loan Operations & Administration
* Analyse and improve processes across the full loan lifecycle including origination, settlement, servicing, repayments, arrears, variations, and discharge
* Support improvements in borrower onboarding, loan documentation, and security records
* Review controls around loan setup, interest calculations, fee processing, and repayment allocation
* Identify operational risks and inefficiencies within loan administration processes
* Support remediation of process and system issues impacting loan operations
Data Quality & Reconciliations
* Support data integrity across loan, investor, finance, and operational systems
* Identify inconsistencies and assist with data cleansing and remediation
* Contribute to system-to-system and bank reconciliations
* Assist with data mapping, migration, and definition of data ownership and controls
* Investigate variances and support root cause analysis
Risk, Compliance & Governance
* Support documentation and analysis for AFSL, MIS, and internal governance obligations
* Assist with compliance‐related processes including investor classification, breach reporting, and complaints handling
* Maintain and improve policy, procedure, and control documentation
* Support audit, regulatory, and due diligence information requests
* Ensure business processes are clearly documented, controlled, and auditable
Change Management & Stakeholder Engagement
* Work closely with credit, finance, operations, compliance, investor relations, and external vendors
* Facilitate workshops and stakeholder interviews
* Prepare clear documentation for both technical and non-technical audiences
* Support change impact assessments, training materials, and rollout communications
* Assist users through transition to new systems and processes
Required Skills & Experience
Essential
* 3–5+ years' experience as a Business Analyst, Systems Analyst, Operations Analyst, or similar role
* Experience in financial services, private credit, mortgage lending, non‐bank lending, or funds management
* Strong experience with CRM implementation or system enhancements
* Strong process mapping and documentation skills
* Advanced Excel skills (lookups, pivots, reconciliations, data analysis)
* Experience gathering requirements and producing functional specifications
* Strong stakeholder management across multiple business functions
* Ability to identify control gaps, inefficiencies, and data issues
* Strong written and verbal communication skills
* High attention to detail and ability to manage confidential financial data
* Ability to manage competing priorities and deliver practical outcomes
Technical Skills
* Advanced Microsoft Excel and Microsoft Office
* Process mapping tools (Visio, Lucidchart or similar)
* Exposure to CRM, loan management, accounting, or investor systems
* Power BI, Power Query, or SQL exposure advantageous
* Strong testing and documentation capability
* Comfortable working under deadlines and in detail-heavy environments
Qualifications
* Bachelor's degree in Business, Finance, Accounting, Commerce, Information Systems, or related field
* Additional qualifications in Business Analysis, Project Management, or Agile methodologies desirable
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