Lending Expert

2 weeks ago

Melbourne, Victoria, Australia beBeeLending Full time $140,000 - $180,000

Lending Specialist Role

We are seeking a highly skilled Lending Specialist to join our team. As a Lending Specialist, you will play a crucial role in guiding customers through the lending journey from enquiry to settlement.

Your primary responsibility will be to manage a pipeline of loans, assisting members from application through to settlement by gathering and reviewing documents. You will also contribute to business growth by meeting individual Key Performance Indicators (KPIs), deliver exceptional customer service, and uphold our company's integrity through prudent lending practices and attention to detail.

Key Responsibilities:
  • Customer Guidance: Guide customers through the full lending journey, ensuring clear communication and responsible lending practices.
  • Application Review: Review applications, gather documentation, and issue contracts in line with policy and legislation.
  • Timely Service: Deliver timely, professional service and contribute to positive customer feedback.
  • Customer Needs: Identify customer needs and refer to relevant internal teams.
  • Risk Management: Ensure accuracy, compliance, and risk management across all lending activities.
  • Post-Approval Decisions: Own post-approval decisions, including rate adjustments and retention strategies.
  • Settlement Targets: Meet individual settlement targets and support operational tasks.
  • Collaboration: Collaborate with team members and stakeholders, contributing to a positive work culture.
  • Training and Development: Stay up to date with training and legislative requirements, applying learnings to daily work.
  • Fraud Reporting: Report fraud or compliance breaches promptly and accurately.
Requirements:
  • Customer Service Experience: Experience in customer service/call center/retail environment.
  • Interpersonal Skills: Strong interpersonal and relationship building skills.
  • Qualifications: HSC/VCE completed or 3 years' experience in a Finance role.
  • Lending Knowledge: Strong understanding of the lending process and risk assessment.
  • Call Centre Competency: Knowledge of Call Centre competency.
  • Banking/Finance Qualifications: Bachelor's degree or TAFE certificate in Banking/Finance.
  • Legislative Knowledge: Knowledge of NCCP Act, Credit Act, Privacy Act, Trade Practices Act, AML/ CTF/ PEP and other applicable legislation.

About Us: We believe that maintaining a diverse and inclusive workplace is an important element in our continued success. We want our people to feel welcome, supported, and appreciated for who they are and what they bring to our business.

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