Latitude Financial Services Logo

Latitude Financial Services

Customer Specialist - Lending

Posted Yesterday
Be an Early Applicant
Melbourne, Victoria
Entry level
Melbourne, Victoria
Entry level
The Customer Specialist – Lending guides customers through loan applications, ensuring accuracy and efficiency. Responsibilities include assessing applications, verifying documents, maintaining customer relationships, ensuring compliance with policies, and supporting team initiatives. The role emphasizes exceptional customer service and tailored lending solutions.
The summary above was generated by AI

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.

HQ

Latitude Financial Services Melbourne, Victoria, AUS Office

130 Lonsdale St, Melbourne, Victoria, Australia, 3000

Similar Jobs

An Hour Ago
Melbourne, Victoria, AUS
Entry level
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
Xero's Customer Experience Specialist provides 24/7 support, troubleshooting queries from small business owners, accountants, and bookkeepers both via email and phone. Responsibilities include investigating and responding to customer cases, enhancing customer satisfaction, and capturing feedback for service improvements.
An Hour Ago
Melbourne, Victoria, AUS
Entry level
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
The Customer Experience Specialist at Xero provides support to small businesses and accountants, resolving queries and enhancing customer satisfaction. You will work collaboratively with the team to ensure exceptional service and contribute to improving the Xero accounting application.
Top Skills: AccountingBookkeeping
9 Hours Ago
Hybrid
Melbourne, Victoria, AUS
Entry level
Entry level
Cloud • Fintech • Information Technology • Machine Learning • Software
This role supports the onboarding of new Partners to the Xero Partner Program by facilitating relationships, education, and engagement. Responsibilities include communicating with potential Partners, qualifying leads, providing support, and maintaining client relationships throughout their journey with Xero.

What you need to know about the Melbourne Tech Scene

Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account