About the Catholic Development Fund
Catholic Development Fund (CDF) are a values-based financial institution that provides funding and support across its footprint of Catholic organisations, including parishes, primary and secondary schools, healthcare, aged care, and social services providers.
Our work enables real impact: from hospital wings for the sick, safe havens for the homeless, and classrooms for the young – we support our customers to grow their mission. Through our expertise and commitment, we help Catholic organisations put their faith into action and contribute to a fairer, more cohesive society.
About the Role
We’re seeking a creative and motivated Process Improvement Specialist, Retail to join our Process Transformation team. This is a pivotal role focused on transforming how our clients interact with our Retail Fund, CDF Community Fund – from their first enquiry through to ongoing engagement and retention.
The Process Improvement Specialist will work closely with the Client Experience Specialist and is responsible for implementing initiatives and championing continuous improvement to enhance the end-to-end Community Fund experience. The role focuses on ownership of forms and processes, automation, data quality uplift, regulatory compliance, CRM readiness, and system optimisation to support organisational transformation and ensure a seamless, scalable client journey.
Key Accountabilities
Community Fund Process Optimisation
- Support and implement the full applicant-to-onboarding workflow to reduce manual effort, improve transparency, and enhance client experience.
- Implement automation opportunities (forms, workflows, notifications, approvals) across the Community Fund lifecycle.
- Map and document current-state and future-state procedures and processes.
- Partner with Marketing, Client Services, Data, and IT teams to implement process enhancements.
CRM Migration Support – Client Data and Process Readiness
- Assess, cleanse, and structure Community Fund client data to ensure readiness for Dynamics 365 CRM migration.
- Develop data quality rules, validation logic, and remediation steps for legacy datasets.
- Partner with Data and IT and CRM squads to embed process logic, workflow requirements, and business rules into the CRM design.
KYC Compliance and Risk Management
- Support the Executive Manager Retail in a KYC uplift program for the Community Fund, addressing non-compliance with existing client records.
- Design improved KYC collection, verification, and evidence workflows aligned to regulatory obligations.
- Implement sustainable mechanisms to maintain ongoing compliance through digital capture and automated reminders.
Core Banking Platform – Functionality Optimisation
- Analyse current use of core banking platform functionality as it relates to the Community Fund.
- Identify opportunities to streamline tasks, reduce manual workarounds, and leverage underused features.
- Work with vendors and internal product teams to test and implement improvements.
Reporting, Insights & Performance Measurement
- Track key process performance metrics including processing times, data quality, KYC completion, and automation effectiveness.
- Provide regular insights and recommendations to the Executive Manager, Process Transformation.
- Support continuous improvement cycles with data-driven analysis.
Cross-Functional Collaboration
- Partner with Marketing and Community Engagement teams on client-focused initiatives.
- Collaborate with Relationship Managers to understand client needs and enhance service delivery.
- Work with Risk and Compliance teams to ensure client processes meet regulatory requirements.
What You Bring
Essential
- Demonstrated experience in process improvement, business analysis, or transformation
roles.
- Strong capability in process mapping, optimisation, and automation design.
- Experience working with CRM systems (Dynamics 365 preferred) and data cleansing/migration activities.
- Understanding of regulatory compliance frameworks including KYC/AML.
- Ability to engage diverse stakeholders and simplify complex concepts.
- Strong digital literacy and experience implementing digital-first solutions.
- Outstanding written and verbal communication skills.
- Proven ability to manage multiple projects and stakeholders simultaneously.
- Collaborative mindset with strong relationship-building skills.
Highly Desirable
- Experience in financial services, banking or regulated industries.
- Exposure to core banking systems.
- Lean Six Sigma or continuous improvement certification.
- Background in digital transformation or process improvement initiatives.
- Experience with CRM systems (e.g., Microsoft Dynamics 365).
Why work for us?
- Generous salary package – that recognises your skills, experience, and contributions.
- Professional Environment – join a dedicated team of professionals committed to fostering an agile and inspiring work environment.
- Meaningful Work – be part of a values, driven organisation that makes a difference in the community.
- Hybrid Flexibility – we offer a hybrid working model (3 days in the office per week), plus a modern workspace in tranquil East Melbourne.
How to apply
If you’re looking for a role where you can make a real impact, we want to hear from you!
To submit an application, please click apply and provide a copy of your current resume and a cover letter.
Please note: We will be reviewing applications on a rolling basis, if you believe this role might be for you, please apply as soon as possible.
Employment is subject to satisfactory background checks which include a National Police Check, Working with Children Check and Reference Checks. To be successful in this role you must hold valid working rights in Australia.
The Archdiocese is committed to the safety, wellbeing, and dignity of all children and vulnerable adults.
