Documentation Specialist

Document Preparation Officer -

Timings: Monday to Friday, 9:00 AM to 5:00 PM.

Location: Redfern, Sydney

Full-time office attendance required during the training and competency-building phase.

Once competency is achieved, employees can transition to a hybrid arrangement of 2 days in the office per week.

Role Overview:

This is a Document Preparation Officer position focused on preparing and processing lower-complexity banking documentation.

The role operates in a mid-office/operations environment and does not require previous business banking experience.

Candidates from a variety of backgrounds, including hospitality.

Key Responsibilities:

• Preparing and reviewing banking documentation using an established suite of templates.
• Working closely with internal stakeholders who act as the link between the business and the end customer.
• Ensuring all documentation is accurate, complete, and compliant with required standards.
• Handling content-heavy tasks that require strong attention to detail and accuracy.
• No direct customer interaction is involved.

Candidate Profile:

• Business banking or financial services experience is not essential.
• Strong attention to detail is critical.
• Candidates should demonstrate a willingness to learn, a positive attitude, and the ability to work independently.
• Self-motivated individuals are preferred, as the role is not suited to candidates seeking a call-centre style environment.

Training & Onboarding:

• Comprehensive onboarding and training program provided.
• New starters receive classroom-style training with their Team Leader present in the office throughout the training period.
• Ongoing support is provided through a dedicated team, coach, and Subject Matter Experts (SMEs).
• Training progression includes:
• Learning role content and processes.
• Completing applications alongside experienced team members.
• Processing applications independently with quality assurance checks.
• All work is quality reviewed, and employees must successfully complete 10 error-free ("clean") documents before being signed off to work independently.