Customer Liaison Officer

How You'll Shine

• Guide members through completion of the finance application process (AFF) and associated documentation

• Collect, validate and review supporting financial information including income, liabilities and expenses to ensure

• completeness and accuracy

• Conduct preliminary affordability and serviceability checks using company tools to identify missing information

• or potential concerns prior to credit assessment

• Perform quality and compliance checks to ensure documentation meets responsible lending and internal policy

• standards before submission to Consumer Finance

• Liaise with members to clarify information, obtain supporting evidence and resolve discrepancies

• Coordinate and complete deposit processing and contract documentation in line with company procedures

• Facilitate and manage the Docusign process to ensure all agreements are executed accurately and on time

• Act as the key point of contact between Soles, Members and Finance to support smooth application

• Sales contact with members where required

• Validate and collect evidence of income, and clarify information on their credit application

•  Processing rescinds and organising refunds within company guidelines. All other reasonable duties as requested or required from time to time.

•  Adhere to all policies and procedures relating to Workplace Health and Safety, ensuring the safety of yourself and all other people who may be affected by your conduct in the workplace

• Display Hospitality with HEART to all internal and external parties.

• Display innovation through inspiring, creating and improving processes and products.

•  Show integrity in all aspects of the position by doing the right thing, taking responsibility and delivering on the promise.

•  Display leadership values by ensuring effective communication and respecting your peers and managers. Support others within the team and empower each other wherever possible

What You'll Bring

•  Excellent communication skills, including phone manner, verbal and written communication.

• Proven ability to communicate with customers, internal or external, professionally.

• Have a strong of understanding of finances. Previous experience in a Telesales environment. Be flexible,

• Demonstrate good organisational and time management skills.

• Proven skills in attention to detail and accuracy of work produced. ​

• Ability to work as a team player, be supportive of co-workers and be willing to contribute to a positive working environment