Customer Retention & Lending Specialist

heartland; Melbourne; Presencial; AUD 70.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible working

Team social activities

Flu vaccinations

Descripción de la vacante

Heartland Bank Australia is hiring a Retention Associate in Melbourne for a permanent full-time role. You will engage with existing customers, understand their circumstances, and assess appropriate lending solutions within your delegated authority.

Responsibilities include managing a portfolio, conducting empathetic retention conversations, and ensuring compliance with lending policies and regulatory requirements.

Formación

• Experience in lending, credit assessment, customer retention or financial services.
• Strong customer service and relationship management skills.
• Confidence managing sensitive and sometimes complex customer conversations.
• Strong analytical skills and attention to detail.

Responsabilidades

• Engage proactively with existing reverse mortgage customers.
• Conduct customer retention conversations with empathy and professionalism.
• Assess lending solutions within delegated lending authority.
• Manage a portfolio and pipeline of retention cases.
• Work collaboratively with operations, legal and servicing partners to progress customer outcomes.
• Identify and elevate complex or out-of-policy matters.
• Ensure compliance with lending policies, responsible lending obligations and regulatory requirements.

Conocimientos

Lending experience

Credit assessment

Customer retention

Financial services

Educación

Certificate IV in Credit Management

Descripción del empleo

Heartland Bank Australia is hiring a Retention Associate in Melbourne for a permanent full-time role. You will engage with existing customers, understand their circumstances, and assess appropriate lending solutions within your delegated authority.

Responsibilities include managing a portfolio, conducting empathetic retention conversations, and ensuring compliance with lending policies and regulatory requirements.