05 Aug
|
Brisbane Isuzu
|
Brisbane
05 Aug
Brisbane Isuzu
Brisbane
Market-competitive salary + Performance Incentive + Company Vehicle
Opti Lease Pty Ltd/Brisbane Isuzu Group
Competitive Salary + Performance Incentive + Company Vehicle
Ready for a Different Kind of Finance Career?
If you're an experienced Automotive Business Manager (F&I;), Asset Finance Broker, Equipment Finance Specialist, Novated Leasing Consultant, Commercial Banking Professional, Lending Specialist or Financial Services professional, you already know how to build relationships, structure finance solutions and deliver exceptional customer outcomes.
Now imagine applying those skills in a role where you'll work directly with customers throughout the life of their lease, become an integral part of a growing business, and have the opportunity to influence its future.
At Opti Lease, you'll work directly with the General Manager in a position that combines finance, customer relationship management, portfolio management, business development and operational administration.
This isn't a high-pressure dealership finance office, and it's not a cold-calling sales role.
It's an opportunity to become part of a business where your experience is valued, your contribution makes a difference, and your career can grow as the business continues to expand.
If you're looking for greater variety, more responsibility and the opportunity to build long-term customer relationships rather than simply completing transactions, we'd love to hear from you.
This role is ideal for someone who enjoys being involved in the full customer journey rather than just one stage of the process. You'll have the opportunity to work closely with business owners, fleet operators and decision-makers across a broad range of industries, helping them find practical leasing solutions that support the growth of their businesses.
You'll become a trusted point of contact for customers, guiding them through every stage of the lease lifecycle while building long-term relationships. Rather than focusing solely on new business transactions, you'll help customers manage their fleets, replace vehicles, expand operations and make informed decisions that support their long-term success.
About Opti Lease
Opti Lease has been helping Australian businesses finance and operate commercial vehicles for more than 20 years.
As part of the Brisbane Isuzu Group, we provide flexible operating lease solutions to businesses throughout Australia, from sole traders to national fleet operators.
Our focus has always been on delivering exceptional customer service, tailored solutions and long-term partnerships. We understand that every business operates differently, which is why we take the time to understand our customer's needs and create leasing solutions that work for their circumstances.
Over the years, we've built solid relationships across multiple industries including transport, construction, agriculture, trade services, logistics and manufacturing.
Our reputation has been built on integrity, professionalism and a genuine commitment to helping our customers succeed.
With continued investment in new systems, technology, products and growth initiatives, we're entering an exciting phase of expansion and are looking for someone who wants to grow with us.
This is an excellent opportunity to join a business that offers the stability of an established organisation while maintaining the flexibility and agility of a growing operation.
As we continue to expand our customer base and portfolio, we're looking for an experienced finance professional who can contribute to our ongoing success while building a rewarding long-term career.
About the Role
Reporting directly to the General Manager, this is a diverse position that combines finance, customer service, administration and portfolio management.
You'll become involved in every stage of the customer journey—from preparing quotations and lease documentation through to settlement, ongoing customer support and end-of-lease management.
You'll also play an significant role in the day-to-day operation of the business, ensuring our portfolio remains compliant,
organised and professionally managed.
Unlike many finance positions where responsibilities are narrowly defined, this role provides exposure across multiple areas of the business.
You'll be trusted to manage your own workload, prioritise competing demands and contribute towards achieving business objectives.
The role provides significant variety and offers the opportunity to develop skills across customer relationship management, portfolio management, commercial operations, asset management and business development.
No two days are the same.
One day you may be assisting a customer with a new lease proposal, preparing settlement documentation and coordinating a vehicle delivery. The next day you may be reviewing lease maturities, conducting portfolio audits, inspecting returned vehicles or assisting with operational projects designed to improve customer outcomes and business performance.
You'll become a key member of a small, professional and highly collaborative team where your ideas, initiative and contribution will genuinely matter.
Key Responsibilities
Customer Relationship Management
Building strong customer relationships is at the heart of everything we do.
You will be responsible for:
- Building and maintaining strong long-term customer relationships.
- Preparing operating lease quotations and finance proposals.
- Guiding customers through approval, documentation and settlement.
- Coordinating vehicle deliveries and customer handovers.
- Managing lease maturities and promoting Return, Replace and Retain opportunities.
- Maximising repeat business and customer referrals.
- Prospecting new opportunities through existing customers, dealer relationships and referral networks.
- Understanding customer business requirements and identifying opportunities to add value.
- Providing exceptional customer service throughout the life of each lease.
- Responding to customer enquiries in a timely and professional manner.
- Helping customers navigate lease options and vehicle replacement strategies.
- Supporting long-term customer retention through proactive relationship management.
Finance & Portfolio Administration
Strong administration and attention to detail are critical components of this role.
Responsibilities include:
- Preparing Lease Agreements, Maintenance Agreements and supporting documentation.
- Ensuring all documentation is complete and accurate before settlement.
- Collecting, reviewing and uploading customer documentation into finPOWER.
- Conducting pre-delivery and post-delivery audits on all new lease files.
- Maintaining and updating the Opti Lease Deal Book.
- Preparing customer statements of account as required.
- Maintaining accurate customer records.
- Supporting settlement activities.
- Coordinating documentation workflows.
- Ensuring compliance with company procedures and lending requirements.
- Assisting with reporting and administration requirements as needed.
- Supporting the efficient operation of the business through accurate and timely record management.
Portfolio Management
You'll have an active role in the management of our established and growing lease portfolio.
Key responsibilities include:
- Coordinating annual registration renewals with the administration team.
- Monitoring Certificates of Inspection to ensure legislative compliance.
- Following up annual insurance renewals and maintaining current records.
- Inspecting returned vehicles and preparing condition reports, including photographs.
- Assisting with debtor management by identifying overdue accounts and escalating payment defaults in accordance with company procedures.
- Maintaining accurate customer and asset records throughout the lease lifecycle.
- Monitoring upcoming lease maturities.
- Supporting asset disposal processes.
- Assisting with portfolio reviews and reporting.
- Helping ensure the ongoing performance and compliance of the portfolio.
Business Operations
As a key member of the team, you'll also contribute to ongoing operational success and business growth.
Responsibilities include:
- Ensuring compliance with ASIC, NCCP and internal policies.
- Assisting with operational reporting and business improvement initiatives.
- Supporting the General Manager with day-to-day business operations.
- Contributing ideas that improve customer experience and business efficiency.
- Participating in process improvement initiatives.
- Supporting new business opportunities and growth strategies.
- Assisting with operational projects as required.
About You
This opportunity will suit someone currently working as a:
- Automotive Business Manager (F&I;)
- Asset Finance Broker
- Equipment Finance Specialist
- Novated Leasing Consultant
- Commercial Banking or Lending Professional
- Financial Services Qualified
- Relationship Manager
- Leasing Consultant
- Credit or Lending Specialist
- Finance Administrator looking to take the next step in their career
You'll enjoy building relationships, solving problems and delivering exceptional customer service.
You'll be organised, commercially minded and understand the importance of accuracy, compliance and attention to detail.
Experience in operating leasing is an advantage, but not essential. We'll provide the training and support needed to help you succeed.
What You'll Bring
- Experience in automotive finance, asset finance, lending or financial services.
- Strong customer relationship and communication skills.
- Excellent administration and organisational abilities.
- High attention to detail.
- Confidence preparing finance or lending documentation.
- Experience using finance or CRM systems.
- A proactive, positive attitude and willingness to contribute across all areas of the business.
- The ability to manage multiple priorities while maintaining exceptional customer service.
- Strong problem-solving skills and commercial awareness.
- The ability to build rapport with customers and stakeholders at all levels.
- A desire to learn, grow and contribute to the success of a growing business.
Why Join Opti Lease?
- Be part of a business with more than 20 years of success.
- Join the strength and stability of the Brisbane Isuzu Group.
- Monday to Friday role.
- Company vehicle included.
- Competitive salary with performance incentives.
- Work directly with the General Manager.
- Diverse role combining finance, customer relationships, operations and portfolio management.
- Genuine opportunity for career progression as the business continues to grow.
- Supportive, professional team environment where your contribution is recognised.
- Opportunity to influence business growth and improvement initiatives.
- Enjoy variety, autonomy and responsibility in your day-to-day work.
- Build meaningful long-term customer relationships.
- Join a business that values initiative, collaboration and continuous improvement.
About Us
As part of the Isuzu family, Opti Lease provides vehicle finance solutions to businesses across Australia.
With a strong reputation for exceptional service and customer satisfaction, we are committed to helping our customers achieve their operational goals through tailored leasing and financing options.
Our team combines industry expertise, integrity and a customer-first approach to build lasting partnerships and deliver outstanding outcomes.
Backed by the strength of a well-established and trusted brand, we continue to invest in our people, technology and infrastructure to support our growth and maintain the high standards our customers have come to expect.
At Opti Lease, you'll be part of a collaborative and supportive team dedicated to making a difference for our customers, our communities and each other.
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📌 Finance & Customer Relationship Manager (Brisbane)
🏢 Brisbane Isuzu
📍 Brisbane