Personal Loans Specialist — Hybrid & Take 5 Perks

Latitude Financial Services; Melbourne; Hybrid; AUD 44,000 - 60,000; Full time

Benefits offered by this job

Extra paid leave (Take 5)

Hybrid working model

Sonder wellbeing app

Employee discounts on Latitude

Job summary

Latitude Financial Services in Auckland, New Zealand is seeking a Customer Specialist to guide customers through secured and unsecured personal loan applications, providing clear answers and personal support from application through to outcome.

You’ll assess applications across online, over the phone or through broker channels, verify documents, and ensure compliance with responsible lending guidelines while delivering timely, high-quality service.

Qualifications

• Experience providing great customer service.
• Clear communication and negotiation skills.
• Good understanding of lending processes.

Responsibilities

• Guide customers through loan applications from start to outcome across online, phone or broker channels.
• Explain options, next steps and provide timely updates to customers.
• Verify documents and financial information and follow credit policies.

Skills

Customer service

Lending processes

Communication

Attention to detail

Resilience

Collaboration

AI tools

Job description

Latitude Financial Services in Auckland, New Zealand is seeking a Customer Specialist to guide customers through secured and unsecured personal loan applications, providing clear answers and personal support from application through to outcome.

You’ll assess applications across online, over the phone or through broker channels, verify documents, and ensure compliance with responsible lending guidelines while delivering timely, high-quality service.