Novated Lease Transfer Specialist | Customer Experience

SG Fleet

Sydney

On-site

AUD 65,000 - 90,000

Full time

12 days ago

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Job summary

SG Fleet is seeking a Renovations Consultant to guide drivers through novated lease transfers when changing employers. You will prepare quotations, coordinate documentation, and liaise with employers, finance providers and salary packaging administrators to ensure a seamless, accurate transfer.

The role focuses on building relationships, solving problems, and owning the end-to-end process while maintaining high data integrity and meeting service targets in a fast-paced environment.

Qualifications

  • Excellent written and verbal communication skills.
  • Strong stakeholder management and relationship building capabilities.
  • Exceptional attention to detail and organisational skills.
  • Ability to manage multiple priorities and deadlines simultaneously.
  • Confidence working with numbers and understanding financial concepts.
  • Experience working with Microsoft Office and business systems.
  • Proactive approach to problem solving and continuous improvement.
  • Ability to work independently while contributing positively to team outcomes.
  • Experience in novated leasing, salary packaging, finance, customer service or administration welcomed.

Responsibilities

  • Manage a caseload of novated lease transfer (renovation) cases from start to finish.
  • Deliver outstanding customer service through proactive communication and tailored support.
  • Prepare and process quotations, deeds of novation and other required documentation accurately and within required timeframes.
  • Work closely with employees, employers, finance providers and salary packaging administrators to ensure a seamless transfer experience.
  • Ensure all lease transfers comply with relevant taxation, payroll and salary packaging requirements.
  • Identify and proactively manage risks that could delay settlement or impact customer outcomes.
  • Maintain accurate records and data integrity across internal systems.
  • Keep workflow systems up to date, providing visibility of progress to key stakeholders.
  • Consistently achieve service, quality and productivity targets.

Skills

Communication skills
Stakeholder management
Attention to detail
Multitasking
Numerical/financial literacy
Microsoft Office
Problem solving
Independent yet team-oriented
Novated leasing knowledge

Tools

Microsoft Office

Job description

SG Fleet is seeking a Renovations Consultant to guide drivers through novated lease transfers when changing employers. You will prepare quotations, coordinate documentation, and liaise with employers, finance providers and salary packaging administrators to ensure a seamless, accurate transfer.

The role focuses on building relationships, solving problems, and owning the end-to-end process while maintaining high data integrity and meeting service targets in a fast-paced environment.

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