SKILLS AND EXPERIENCE REQUIRED

• No prior finance experience required, you will be trained on the necessary policies to build a career in finance
• Strong communication and negotiation skills, with the ability to build rapport over the phone.
• A results-driven mindset with a passion for meeting and exceeding sales targets.
• Excellent organizational skills to manage multiple leads and applications simultaneously.
• Proficiency with CRM systems and lending platforms.

ABOUT THE ROLE

Join South Australia’s fastest-growing technology company as a Lending Specialist. In this role, you will combine your sales expertise and financial acumen to connect with potential customers, understand their financial needs, and guide them through tailored lending solutions. Acting as a key link between the customer and our lending products, you will play a vital role in delivering exceptional service and driving business growth.

KEY RESPONSIBILITIES

• Customer Engagement: Proactively contact prospective and existing customers to discuss their financial needs and offer tailored lending solutions.
• Needs Analysis: Conduct thorough needs assessments to match customers with the most suitable personal or asset finance products.
• Loan Pre-Assessment: Collect and review customer information and documentation to determine preliminary eligibility for loans.
• Pipeline Management: Manage a pipeline of potential leads and applications, ensuring timely follow-ups and efficient progression through the sales process.
• Compliance: Adhere to all internal policies and external regulations, including responsible lending and AML/KYC requirements.
• Relationship Building: Build rapport with customers to establish trust and long-term loyalty.
• Team Collaboration: Work closely with credit assessors, underwriting, and operations teams to ensure smooth loan approvals and settlements.