About our Finance Specialist role:
Job Description
We are seeking a highly skilled and motivated Finance Specialist to join our team. As a key member of our finance department, you will play a critical role in helping new car buyers secure tailored vehicle finance solutions.
You will work closely with our in-house New Car Specialists and external dealer network, handling qualified leads and providing outstanding customer service to ensure a seamless, end-to-end car buying experience for our customers.
* Build rapid rapport with customers through clear communication and transparency.
* Provide finance solutions for a wide range of customers, including consumer (regulated) and commercial (unregulated) asset finance products.
* Offer comprehensive car insurance where applicable.
* Handle qualified leads from internal consultants and follow up with professionalism and urgency.
Main Responsibilities:
* Answer inbound and make outbound finance calls to in-market customers.
* Accurately assess customer needs, collect supporting documentation, and submit applications to lenders using approved aggregator platforms.
* Maintain a deep understanding of available lenders, their policies, rates, and criteria to ensure appropriate product matching.
* Deliver exceptional customer service throughout the finance and insurance process.
Requirements:
* Ability to obtain accreditations with all asset finance lenders.
* Minimum 2 years' experience as a finance broker (asset finance preferred).
* Cert IV in Finance and Mortgage Broking (desirable).
* Strong knowledge of consumer and commercial lending products, lender processes, and approval criteria.
Benefits
We offer a fun and collaborative work environment, a healthy work-life balance, flexibility, and opportunities for professional growth and development.
As a Finance Specialist, you will have the opportunity to work with a dynamic team, develop your skills and expertise, and contribute to the success of our company.