Personal Finance Admin Assistant - Casual

racwa; Perth; On-site; AUD 39,000 - 47,000; Part time

Benefits offered by this job

Member benefits

Diversity & Inclusion strategy

Insurance discounts

Wellness programs

Competitive base salary + super

Active social club

Job summary

RAC WA is seeking a Casual Personal Finance Assistant in Perth to manage personal loan applications and ensure service levels and responsible lending decisions in line with policy.

You will proactively update members on loan progress, perform credit checks, verify documents, and input data into core systems, while supporting continuous improvement initiatives.

Qualifications

• Previous loan preparation experience is required (banking or finance industry experience preferred).
• Experience in a customer service role (face to face or contact centre).
• Strong communication skills.
• Sound understanding of the National Credit Code, responsible lending obligations and Privacy Act.

Responsibilities

• Proactively keep members informed of loan progress, outcomes and complete follow up calls to progress loan applications to settlement.
• Analyse data and perform credit assessment checks to manage risk per policy and legislation.
• Verify supporting loan documentation for accuracy and compliance.
• Input data into core systems ensuring accurate record keeping.

Skills

Loan processing

Credit assessment

Data entry

Customer service

Communication

Job description

With over 1.3 million members RAC is one of WA's most iconic and trusted brands. We are committed to building a stronger RAC and are embarking on an exciting transformation. This will create greater value for our members and deliver on our purpose to be "The driving force for a better WA" by 2030.

RAC Finance (RACF) specialise in market leading finance products and services ranging from personal loans, investment notes and property development finance loans.

We are looking for someone to join us in a Casual position as a Personal Finance Assistant. In this role, you will be responsible for processing successful personal loan applications and ensuring member service levels and responsible lending decisions are made within credit policy/procedures and targets.

About the role:

• Proactively keep members informed of loan progress, outcomes and complete follow up calls to progress loan applications to settlement.
• Analysing all data and complete necessary credit assessment checks, to ensure an acceptable level of risk, complying with all legislative requirements including the National Credit Code.
• Analysing and verifying supporting loan documentation to ensure accuracy and compliance.
• Input of data into core systems ensuring accurate record keeping is maintained.
• Maintaining accurate records and contributing to ongoing continuous improvement and process enhancements.

What will you bring to the role?

• Previous loan preparation experience is required (banking or finance industry experience preferred).
• Experience in a customer service role (face to face or in a contact centre environment.
• Strong communication skills.
• Sound understanding of the national credit code, responsible lending obligations and Privacy Act.

What can we offer you?

A career at RAC is more than just a job. We are passionate about our people, and we strive to create an environment that fosters their growth and our culture. We value that everyone is different, and we strive to encourage everyone to reach their pinnacle. RAC are committed to developing our internal talent and this could be an ideal time to join our diverse and varied organisation that is currently going through a significant transformation.

In addition to this we offer:

• Access to RAC member benefits
• An established Diversity & Inclusion strategy
• Generous discounts on home, contents and car insurance plus free roadside assistance
• In-house Health and Wellness programs
• A competitive base salary plus super (ability to purchase additional leave)
• A very active Social Club - join one of the most active social clubs in Perth with over 900 members!

RAC Finance is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

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