Customer Specialist - Lending
The Customer Specialist - Lending is responsible for Guiding customers through a loan application accurately and efficiently.
Let's look at some key responsibilities:
• Identifying ways to assist our customers such as consolidating their debt and providing a tailored solution for their current and future needs
• Keep in contact with customers throughout their loan process for a seamless experience
• Assess all new card, and Personal loan applications submitted through the retail branch channel and online applications.
• Ensure that all documents are verified accurately and sent to appropriate queues within expected time frames.
• Develop strong relationships with both internal and external stakeholders.
• Maintain a high level of professionalism & integrity adhering to Credit Policy & standards.
• Conduct relevant research to make responsible lending decisions, by contacting employers, other finance companies, and accountants etc. to conform financial information provided
• Ensure compliance with company policies and procedures and relevant legislation/regulations
• Ensure applications are assessed in a timely manner to meet service levels
• Follow call structure and adhere to conversation guidelines and best practice that will contribute to our overall Net Promoter Score (NPS) results.
• Supporting new team members, as appropriate. Support cross training initiatives.
• Work in accordance with Latitude Financial policies and procedures, demonstrating Latitude values and high ethical standards consistent with company value
• Undertake any other duties determined by management e.g. Projects and other duties directed
Ideally, we're looking for the following:
Let's look at you:
• A general knowledge of lending and process
• Providing exceptional customer service to Merchants, internal departments and customers.
• A team player, willing to try new and innovative techniques and ways of working.
• You understand that people need a solution that fits their needs, not a standard one size fits all.
• Strong negotiation and persuasion skills, ability to build long-lasting, positive relationships.
• Solid personal resilience
• Thrive working towards business & personal targets while driving results through collaboration and problem solving with your teammates.
• A problem solver with intuitive solution focused decision maker skills
• An ambitious and motivated team player
Sometimes the best candidates don't have 100% of what is listed above, but if you have most and are confident you'd be a good fit, we'd love to hear from you!
• Recognition @ Latitude: Education support, Better giving programme with charity partners, Latitude matches dollar for dollar and Community partner days
• Flexibility @ Latitude: Flexible work arrangements - balance work and personal responsibilities, Hybrid set up - work from home & the office, 3 Days paid volunteer leave annually, paid community service leave, paid compassionate / bereavement leave
• Yearly salary reviews.
Sound like you? That's a good sign! In return for your energy and ideas, we offer a flexible working environment and great compensation. We always support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home and office, or a combination of both.
We're Latitude, partners in money Latitude may seem like the new kid on the block, but it's taken us almost a hundred years to become an overnight success. Digital payments, cards, loans are what we offer - but what we really are is a platform that helps people shop and live better. Always living and breathing our values. Take Ownership, Win Together, Pursue Excellence, and Create Tomorrow
Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment. Only open to Australian or New Zealand Permanent Residents or Citizens.
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