Personal Finance Advisor

5 days ago


Christchurch, Canterbury, New Zealand One Partner Full time

About One Partner

We prioritize a seamless and supportive experience for our customers, guiding them through each step of securing the right loan.

About the Role:

In this role, you will manage multiple personal loan enquiries daily. You'll work with prospective customers over the phone to understand their financial needs, verify their information, and evaluate credit data.

You will identify which lender offers the best match for each customer's needs, facilitating a fast, hassle-free settlement.

Key Responsibilities:

Assess and analyse personal loan applications swiftly and accurately to ensure they meet lender criteria.Evaluate creditworthiness of customers through credit applications and reports.Assist with verification and validation of credit application details.Manage loan documentation and guide clients through signing, providing necessary information to finalise loans.Oversee the loan process from initial enquiry to completion, following all documentation and compliance procedures.Deliver exceptional customer service to reinforce our reputation for integrity and customer care.

Requirements:

We're looking for someone with strong attention to detail, a commitment to accuracy and efficiency, and a relationship-focused personality with strong interpersonal skills.

A professional communication ability and strong negotiation skills are also essential. Ability to stay composed and effective in a fast-paced environment is crucial.

Quick-thinking, responsive, and organized, with a commitment to high-quality work is expected.

Confident and self-motivated, with a focus on achieving customer-focused sales is required.

Excellent telephone manner and written communication is a must.

Prior experience in personal lending, finance brokering, or consumer lending operations is preferred.

Experience with vehicle finance or personal loan underwriting is advantageous.

What We Offer:

We offer flexible work arrangements and competitive remuneration to be discussed upon successful application.



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