Lending Sales Support Officer

Join Credit Union SA

  • FT Permanent Position - Immediate Start Available
  • Lending Verifications & Supporting Lending Sales Network
  • Supportive and High Performing Team Environment

About Credit Union SA

Credit Union SA is one of South Australia’s largest credit unions, with over 50,000 people trusting us to provide their everyday banking needs to help them thrive. We are a member owned organisation, so it’s our members – everyone who banks with us – who collectively own us. This means that it’s them, their families and communities who are our top priority and that we channel our profits back to support our members and the local community.

Our purpose is to help South Australians thrive and one of the ways that we bring this to life is through our connection with the community. One example of this is raising over $400,000 for South Australian schools because we believe that education plays an extremely important role in transforming communities.

Working for Credit Union SA

Working for Credit Union SA means being part of a company that encourages you to bring your whole self to work, supports you to be your best and enables you to thrive. We mean it when we say we value and encourage diverse thinking, collaboration and promote innovation. Our desire to build a workforce that is as diverse as the communities we support means we are an inclusive, equal opportunity employer and we encourage applications from all backgrounds and communities.

We value people with integrity, a willingness to help others and the determination to perform to the best of their abilities. We are also really proud of the careers we have helped to build and the feeling of belonging that is part of working at Credit Union SA and with a number of staff having spent more than a couple of decades with us, we think we have something right in that formula.

We also offer a great range of staff benefits including flexible work arrangements, gender-neutral parental leave, a casual dress code, an on-site gym, support to develop and grow your career, great rates on home and personal loans, discounts on general insurance products as well as discounted health insurance through our partnership network to name a few.

About the Role

We are currently looking to appoint a new Lending Sales Support Officer to join our Lending Sales Support team.

You will be reporting to the Lending Sales Support Team Leader and will be responsible for providing administrative support to the lending sales network across multiple channels, including telephone and mobile. This support will include managing the loan verification process, final acceptance of loan submissions based on these verifications, member liaison and the provision of timely updates to members on the progress of their loan applications.

Other tasks you will be responsible for also include but are not limited to the following:

  • Communication and liaison with the mobile and telephone referral network.
  • Processing multichannel loans through the Credit Union SA loan process.
  • Managing conditionally approved loans through the verification process to final approval.
  • Engaging with sales staff and members in meeting loan verification requirements.
  • Liaising with key third parties in meeting verification requirements (employers, valuers, mortgage insurers, etc)
  • Provision of timely updates to sales staff and members on the progress of applications.
  • Collaborating with internal stakeholders to finalise lending transactions.

Working in a supportive team environment you will ensure that loan applications for both secured and unsecured lending are complete and fully verified following credit assessment and prior to forwarding for documentation.

Liaising closely with our Members you will provide a high level of customer service throughout the verification and assessment process and will also be required to maintain effective relationships with key stakeholders both internally and externally.

This role will suit someone with a proven understanding of lending practices and processes for both home and personal lending, strong organisational skills and a high attention to detail. Sound knowledge and experience in the retail banking or financial services industry specifically in home and personal lending would be essential for this role. Any prior experience in a similar role within a Home Loan Broker business would also be highly regarded.

Accreditation under NCCC, AML, FSRA would also be preferred.

With exceptional customer service skills, you’ll join a small team who pride themselves on delivering an exceptional member and customer experience within a professional environment. With ongoing training and development opportunities now is the time to get on board with this South Australian success story.

We are actively looking to fill this role and reserve the right to shortlist and interview applicants whilst this advertisement is open so encourage you to submit your application at your earliest opportunity.

Applications in Microsoft Word or pdf format only should be addressed to the attention of Lilly Bourlotos, People & Performance Consultant

Quoting Reference Number: V0226

Apply now  Position description