Lending Specialist at Wisr

Customer Operations, Full Time, Sydney, NSW sydney full-time
Posted 18 days ago

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 [email protected].  

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 – whether you prefer to be in our beautiful office space full time or prefer to work in a hybrid manner, we don’t mind!

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

Some of Our Perks & Benefits
• Flexible and hybrid working
• $500 every year to spend on your wellbeing
• Access via WHEREFIT to discounted gym memberships, corporate discounts for wellbeing products and more!
• Generous paid parental leave to support your transition to parenthood
• Unlimited Udemy access to learn new skills
• Regular social events and awesome team offsites
• Access to our Employee Assistance Program, Uprise with up to 6 coaching sessions per year

Our Why, What and How 
We are a proudly purpose-led ASX-listed fintech on a mission to bring people closer to financial wellness and make a real difference in the world, starting right here in Australia. By building products and experiences designed to have a positive impact on the financial health and lives of our customers, we are inching ever-closer to achieving our purpose. 

We offer smarter, fairer loans that help people kick their goals sooner, a nifty round up tool to help people get out of debt and save even faster, and a dashboard that helps people track and improve their credit scores.

The better we do this, the more positive change and impact we can have on our customers. Now is the time to join one of Australia’s fastest growing fintechs and make an impact.

Wisr Values
• Courageously ask, “What if?”: We challenge the status quo, and we know that decisions that make us smarter, stronger, faster, more innovative always start with a “What if?”.
• ❤️ for the customer: Our internal and external customers are at the center of everything we do. We genuinely have their best interests at heart.
• Smarter parts together: We believe the real magic happens when we bring together the right mix of Smart Parts and work as a team. 
• Be a stunning colleague: It’s not just about excelling in our roles, but also going the extra mile to make our colleagues and Wisr shine too. 
• Growth over comfort: We love learning, and we always find opportunities to learn something new whether it is facing a fear or pushing through something uncomfortable to level up. 

We are dedicated to creating an amazing candidate journey for every applicant. There's no 'shouting into the void' here. As a 2024 Circle Back Initiative Employer, we're committed to responding to every single applicant.