Senior Officer, Documentation & Loan Services

About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

As a Senior Officer, Documentation and Loan Services, you will support the Institutional Bank's middle-office function by ensuring compliance with internal policies and facilitating smooth coordination between front-office and back-office teams.

Your responsibilities include managing the end-to-end documentation process, from preparing client facility documents to activating credit facilities. This includes drafting loan documents such as Letters of Offer (LOO), conditions precedent documents, and standard security documents using ANZ-approved templates. You will also coordinate the preparation and execution of non-standard or externally drafted documents, working closely with customers, frontline teams, Credit Risk, and Legal.

After documents are executed, you will support facility activation by issuing limit approval advice, maintaining limits in OCP, monitoring annual reviews, internal triggers, and financial and non-financial covenants. You will also coordinate with stakeholders to obtain updated valuation reports and insurance policies.

From a lending operations perspective, you will work with customers, facility agents, and local and regional teams to deliver loan fulfillment and lifecycle management services. You will gather information for audits and reporting, and support projects and initiatives aimed at improving and streamlining operational processes.

In addition, you will provide support to the Head of Documentation & Loan Services and assist regional managers with other assigned tasks.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Location: ANZ Bank Hong Kong

Role Type: Full-time; Permanent  

What will your day look like?

• Manage external legal counsel fees and provide clear instructions to help reduce documentation turnaround time and speed up negotiations.


• Deliver consistent, professional, and high-quality service to internal and external stakeholders, including Relationship Managers and clients.


• Respond to stakeholder queries promptly and professionally.


• Facilitate credit limit setup and ensure compliance with internal processes, policies, and guidelines.


• Monitor and follow up on ongoing contractual and non-contractual obligations.


• Convert approved credit facilities into accurate transaction and loan documentation.


• Meet service level agreements (SLAs) by ensuring requests and transactions are processed accurately and on time.


• Provide updates and respond to inquiries regarding transaction or documentation status.


• Ensure adherence to risk management, compliance, and regulatory requirements.


• Proactively identify and recommend process improvements to enhance efficiency and service delivery.


• Support loan drawdowns, renewals, and repayments, including document preparation, processing, maintenance, and follow-up for completeness.


• Prepare and submit HKMA, APRA Large Exposure Reports, and other credit-related reports required by regulators and Head Office.

What will you bring?

To grow and be successful in this role, you will ideally bring the following: 

• Experience in banking documentation, loan administration, or control functions.


• Good understanding of banking operations, processes, and workflows.


• Strong attention to detail and sound business judgment.


• Operationally focused, with a continuous improvement mindset to enhance efficiency and service quality.


• Ability to manage multiple priorities and work effectively with stakeholders such as Relationship Managers, Credit Risk, and Legal teams.


• Self-motivated with strong organizational, coordination, and time management skills.


• Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.


• A bachelor's degree or other tertiary qualification in a relevant field.

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. you'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 120870.

Job Posting End Date

14/08/2026, 11.59pm, (Melbourne Australia)