Personal Finance Loan Specialist

10FFA RAC Finance Ltd; Perth; On-site; AUD 34,000 - 44,000; Part time

Benefits offered by this job

Access to RAC member benefits

Diversity & Inclusion strategy

Discounts on home, contents and car保险

Job summary

RAC Finance is seeking a casual Personal Finance Assistant to support loan processing and member service.

You will proactively inform members of loan progress, perform credit checks, verify documentation and input data into core systems with accuracy.

Join a values-driven team as part of RAC's transformation in Western Australia, offering development opportunities and a supportive, customer-focused environment.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Communication

Data analysis

Attention to detail

Time management

Tools

Core banking system

Job description

RAC Finance is seeking a casual Personal Finance Assistant to support loan processing and member service.

You will proactively inform members of loan progress, perform credit checks, verify documentation and input data into core systems with accuracy.

Join a values-driven team as part of RAC's transformation in Western Australia, offering development opportunities and a supportive, customer-focused environment.