Lending Specialist

Handy Finance; Adelaide; On-site; AUD 65,000 - 95,000; Full time

Benefits offered by this job

Premium Adelaide CBD office

Full-time position

Competitive remuneration

High performing credit team

Job summary

Handy Finance on Adelaide's CBD campus is seeking a Lending Specialist to join our fast-growing team. You will engage with customers, analyze their needs, and guide them through tailored lending solutions across personal and asset finance products.

Working with credit assessors, underwriting and operations, you’ll drive customer outcomes while meeting sales targets. No prior finance experience is required as training will be provided, with a supportive, high-performing team environment.

Qualifications

• No prior finance experience required; training will be provided.
• Strong communication and negotiation skills; ability to build rapport over the phone.
• Results-driven mindset with a passion for meeting and exceeding sales targets.
• Excellent organizational skills to manage multiple leads and applications.
• Proficiency with CRM systems and lending platforms.

Responsibilities

• Customer Engagement: Proactively contact prospective and existing customers to discuss financial needs and offer tailored lending solutions.
• Needs Analysis: Conduct thorough needs assessments to match customers with personal or asset finance products.
• Loan Pre-Assessment: Collect and review customer information to determine preliminary eligibility for loans.
• Pipeline Management: Manage a pipeline of leads and applications with timely follow-ups.
• Compliance: Adhere to policies and AML/KYC requirements.
• Relationship Building: Build rapport to establish trust and long-term loyalty.
• Team Collaboration: Work with credit assessors, underwriting, and operations to ensure smooth approvals and settlements.

Skills

Communication skills

Negotiation

Results driven

Organization

CRM systems

Phone sales

Tools

Lending platforms

Job description

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.

What you'll do:

• 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.

What you’ll bring:

• 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.

What we’ll offer:

• Fast-growing business, disrupting traditional consumer finance.
• High performing credit team, with market-leading loss performance
• Highly supportive team, with opportunities to grow
• Full-time position, competitive remuneration
• Premium office located in Adelaide CBD