At a Glance
- Tasks: Assist clients with loan applications and provide exceptional customer service.
- Company: Safe Financial, a trusted name in responsible financial solutions for over 25 years.
- Benefits: Modern office, no night or weekend work, and a supportive team environment.
- Other info: Enjoy a dynamic workplace with opportunities for growth and development.
- Why this job: Join a passionate team and make a real difference in customers' financial journeys.
- Qualifications: Strong phone skills, analytical mindset, and a commitment to fairness.
The predicted salary is between 47250 - 57750 $ per year.
At Safe Financial, we’ve been helping Australians for over 25 years with fair and responsible financial solutions. We take pride in being an organisation where customer fairness, compliance, and integrity come first. Our values are to be Passionate, Efficient and Transparent in all that we do. We are now looking for a new team member to join us and embrace these values.
This is a fantastic opportunity for someone who enjoys analytical work and problem-solving while ensuring customers receive great service and support with every call. You will be based at our modern office in Southport and there is no night time or weekend work required.
Key Responsibilities
- Communicate with clients via phone, email and sms in relation to their loan application
- Analyse bank statements and supporting documents
- Query clients in relation to their application, needs and objectives
- Maintain a professional, calm and customer-focused approach always
About You
You’re proactive, professional, and understand the importance of fairness and clear communication in financial services. To be successful, you’ll:
- Have a strong phone manner — confident, friendly, professional and appropriately assertive
- Be good with numbers (above average analytical and mathematical skills)
- Be able to multitask and work efficiently in a high-volume, fast paced environment
- Stay calm under pressure and comfortable handling difficult customer conversations
- Have strong attention to detail
- Be a team player with a strong work ethic and reliability
Loan Processing Officer employer: Safe Financial Group
At Safe Financial, we pride ourselves on fostering a supportive and dynamic work environment where our values of Passion, Efficiency, and Transparency guide our daily operations. Located in the vibrant area of Southport, our modern office offers a balanced work-life schedule with no night or weekend shifts, allowing you to focus on your professional growth while enjoying the beautiful surroundings. Join us to be part of a team that values integrity and fairness, providing you with ample opportunities for personal development and career advancement in the financial services sector.
