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Personal Finance Assistant
Apply locations West Perth | Full time | Posted 5 Days Ago | Closes July 11, 2025
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 to 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) specializes in market-leading finance products and services, including personal loans, investment notes, and property development finance loans. As a Personal Finance Assistant, you will process successful personal loan applications, ensuring high service levels and responsible lending decisions within credit policies and targets.
About the role:
- Proactively keep members informed of loan progress and outcomes; complete follow-up calls to facilitate loan settlement.
- Analyze all data and complete necessary credit assessment checks to ensure acceptable risk levels, complying with legislative requirements including the National Credit Code.
- Verify supporting loan documentation for accuracy and compliance.
- Input data into core systems, ensuring accurate record-keeping.
- Maintain accurate records and contribute to continuous improvement and process enhancements.
What will you bring to the role?
- Previous loan preparation experience required; banking or finance industry experience preferred.
- Experience in a customer service role (face-to-face or contact centre).
- Strong communication skills.
- Understanding of the national credit code, responsible lending obligations, and Privacy Act.
What can we offer you?
At RAC, we value our people and strive to create an environment that fosters growth and a positive culture. We are committed to developing internal talent and supporting our employees through our transformation. Benefits include:
- Access to RAC member benefits
- Diversity & Inclusion initiatives
- Discounts on insurance and free roadside assistance
- In-house health and wellness programs
- Competitive salary plus superannuation and options to purchase additional leave
- Membership in one of Perth's most active social clubs with over 900 members
How to Apply
If you are a dynamic individual with a strong finance background and a drive to succeed, please submit your resume and cover letter by clicking "Apply Now".
RAC Finance is an equal opportunity employer, welcoming applications from candidates of all backgrounds and experiences.
About Us
RAC is a purpose-led member organization established in 1905, trusted by over 1.3 million members. We reinvest profits for the benefit of our members and the state of WA.
Our purpose is to be the driving force for a better WA. Our vision for 2030 is to create a safer, sustainable, and connected future for Western Australians. Our mission is to deliver excellent member services and inspire community change to improve life in WA.
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