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.
Loan Assessor
This is a fantastic chance 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 up-to-date 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
Make decisions inline with our Credit Policy
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 valuable 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 robust work ethic and reliability
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📌 Loan Assessor City Of Gold Coast
🏢 Safe Financial Group
📍 City of Gold Coast
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