Personal Finance Assistant

Details of the offer

With over 1.3 million members RAC is one of WA's most iconic and trusted brands.
We are committed to building a stronger RAC and are embarking on an exciting transformation.
This will create greater value for our members and deliver on our purpose to be "The driving force for a better WA" by 2030.
RAC Finance (RACF) specialise in market leading finance products and services ranging from personal loans, investment notes and property development finance loans.
What will you be doing ?
As a Personal Finance Assistant (Verification Processing) , you will be responsible for verification of loan documentation for loan applications, whilst ensuring member service levels and lending outcomes are within credit policy/procedures and targets.
In addition, you will; Analysing and verifying supporting loan documentation to ensure accuracy and compliance.
Manage member expectations during application process through inbound and outbound interactions, maintaining the highest level of member satisfaction whilst maintaining Service Levels requirements.
Proactively keep members informed of loan progress, outcomes completing follow up calls to progress loan applications to settlement as required.
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.
Achieve credit assessment targets in accordance with credit policy and procedure.
Maintaining accurate records and contributing to ongoing continuous improvement and process enhancements.
What will you bring to the role?
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 center environment.
Strong communication skills.
Sound understanding of the national credit code, responsible lending obligations and Privacy Act.
What can we offer you?
A career at RAC is more than just a job.
We are passionate about our people, and we strive to create an environment that fosters their growth and our culture.
We value that everyone is different, and we strive to encourage everyone to reach their pinnacle.
RAC are committed to developing our internal talent and this could be an ideal time to join our diverse and varied organisation that is currently going through a significant transformation.
In addition to this we offer: Access to RAC member benefits Flexible work arrangements An established Diversity & Inclusion strategy Generous discounts on home, contents and car insurance plus free roadside assistance In-house Health and Wellness programs A competitive base salary plus super (ability to purchase additional leave) A very active Social Club - join one of the most active social clubs in Perth with over 900 members!
How to Apply If you are a dynamic person with a strong background finance, ready to strive for success, please submit your resume and cover letter by clicking Apply Now.
Application close on Wednesday 5th February 2025.
RAC Finance is an equal opportunity employer.
We encourage applications from candidates of all backgrounds and experiences.
#BetterJourneys #LI-LC1


Nominal Salary: To be agreed

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