Lending Specialist

Wisr is committed to building a supportive, inclusive and diverse workplace, and we strongly encourage applications from all backgrounds and identities. We’re happy to accommodate any reasonable adjustments to the interview process to ensure equal opportunity for all. If you require reasonable adjustments, please reach out to us via careers@wisr.com.au.  

Working at Wisr As a purpose-led organisation on a mission to bring people closer to financial wellness, we truly believe in what we do and every person who joins our team plays a part in our success. By practising what we preach (hello, $500 wellness reimbursement, 1:1 coaching via Uprise and unlimited Udemy learning!), you are empowered to own your role, your development and the space that you play in.

We value psychological wellbeing and safety, fostering a high-performing culture which enables continuous learning and growth. Our hiring and interviewing process is designed for you to showcase your experience, skills and passion and take great pride in not just ‘ticking a box’. If this role resonates with you, we want to hear from you. 

We are a people first business and flexibility is key to that - due to the nature of the role, the team work 50% of their time in our beautiful office space.

About the job

Our Lending Specialists form an integral part of our customer’s journey. You will be responsible for building trusted relationships with our customers, ensuring they are supported at every stage throughout their loan journey, from initial application through to settlement. This is a role where you will liaise closely with our direct customers and broker network, with the opportunity to further develop your relationship management skills, as part of our Customer Operations team.

Key Responsibilities include: • Supporting our customers and their brokers through the loan application, approval and settlement processes via telephone and email • Providing information on our loan products to customer applicants and their brokers • Collecting and analysing customer financial information, including bank statements, payslips • Calculating loan term and serviceability options with applicants and brokers • Liaising with credit operations and payments teams to ensure loan applications meet our turn-around-times • Making outbound calls and managing inbound calls to assist customers submit loan applications, including assisting with contract e-signatures • Manage incoming emails  • Building and maintaining external broker and customer relationships • Establishing and building your personal brand through providing a consistently excellent standard of service

About you

You’re a people person and love talking to everyone, whether it is over the phone or via email, and you thrive on working to targets in a fast-paced, ever changing environment. With a strong background working in an outbound telephone-based role, you have experience within the loans or financial services space. 

You'll also have/be: • Previous experience working in a fast-paced telephone-based role (required) • A proven track record of meeting and exceeding targets in a high volume environment • Obsessed with delivering a standout customer experience • Solid communication skills with the ability to speak appropriately with people of all levels • Confidence in analysing financial information • Tech savvy, inquisitive, and the ability to pick up new programmes and processes quickly • Good knowledge of the financial services or lending industry