Finance Specialist

MTF Finance Pukekohe is part of a nationwide network of local people providing tailor-made finance solutions to Kiwis since 1970. We are proud be to responsible lenders, supporting individuals and businesses in the Franklin region to do more

We are looking for an individual who has passion for sales, lending, and customer service. This role offers you the opportunity to advance your career with a reputable national brand and become an integral part of our hard-working team.
At MTF Finance we provide asset finance and personal loans to individuals and businesses, undertaking our own lending assessments and looking for sales opportunities. We pride ourselves on making lending about people again, so critical to our success is the ability to work with customers to understand their circumstances and make sound and responsible lending decisions. This role requires sound analytical and communication skills as you’ll be engaging with customers and working collaboratively with our network and National Office. You will be responsible for managing customer dishonours and arrears.

**Just some of the things you’re responsible for**:

- Respond promptly to all customer communications, providing meaningful updates in a professional, clear and consistent way that reflects our brand and values.
- Provide sound advice and demonstrate comprehensive understanding of products, regulations, and requirements both within the business and in the context of the regulatory environments.
- Provide clients with detailed product information and financial advice within the scope of the services offered.
- Have a comprehensive understanding of our products, creating a pathway to yes and the best outcomes for our customers within the guidelines of the Responsible Lending Code and MTF Finance guidelines.
- Adhere to all legal, regulatory, and conduct obligations, including those related to the FSP licence and product provider contracts.
- Ensure that all actions and advice are in the best interest of the client and comply with industry standards.
- Provide exceptional customer services.
- Contribute to a great work culture where people feel engaged and take ownership.

**You’ll need to have**:

- A good understanding of responsible lending and compliance requirements. (Ideal, but not required. We will train a highly motivated Specialist with a proven record of exceeding targets)
- Strong understanding of financial regulations and compliance requirements in New Zealand.
- Customer service experience is preferred, but equally important are a positive attitude, strong energy, and passion for helping people.
- A collaborative team player who can work effectively with colleagues across different departments.
- Flexibility to handle varied responsibilities and adapt to changing business needs.
- Be fantastic under pressure.
- Able to multitask without sacrificing attention to detail.

While a NZQA Level 5 Certificate in Financial Services is advantageous, it is not a mandatory requirement. If you have relevant experience or skills, we encourage you to apply

**Need to know**:

- You’ll be working from our office located in Pukekohe.
- You’ll be work closely with a very small, dynamic team, contributing to both customer service excellence and broader company initiatives.
- The start date for this role is flexible and will begin as soon as you’re available.

This role offers a competitive remuneration package, and we welcome all new team members to the company with a comprehensive in-house induction and ongoing training.