Customer Specialist - Lending

Posted 2 Days Ago
Be an Early Applicant
Melbourne, Victoria
Entry level
Financial Services
The Role
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.
Summary Generated by Built In

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.

The Company
HQ: Melbourne, Victoria
900 Employees
On-site Workplace
Year Founded: 2015

What We Do

Everyone has aspirations, and a goal that needs financing. However, sometimes dealing with money can leave you feeling a little overwhelmed.

As Australia’s biggest non-bank lender, we want to change that. And we will.

Latitude is an independent digital payments and finance company backed by decades of experience that combines start-up thinking with industry smarts.

We believe in transparency over transactions, and lending to all Australians. But the biggest difference is that we want to partner with our customers.

We’re the kind of people that commit to helping our customers shop and live better by championing good money habits. We want our customers to get that new car. Update their bathroom. Grow their business. Or, take the kids overseas for the first time and feel good about it.

With over 2.4 million customers, Latitude believes in helping people from all walks of life prosper.

So, let's work together; let's make great things happen.

Latitude. Partners in money.

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