Verified Job
Accounting - Finance
Customer Lending Specialist
Accounting - Finance
#708528
Remote / WFH
Job Description
Full job description
Customer Lending Specialist
You are passionate about people, with a strong risk mindset
Full time permanent opportunity in Brisbane head office location
Hybrid working – 1 day a fortnight in office, remaining optional WFH once training complete
Hours: Tues-Sat (8:30am-5pm) or Mon-Fri (11:30am-8pm)
See yourself in our team.
Your career pathway is endless with the direct lending team. We have an established lending promotion framework that provides opportunity to develop within the lending role.
Do work that matters
Building and maintaining positive relationships with our customers is our passion. As a Customer Lending Specialist, you will take accountability over every interaction, identifying your customer’s needs, offering solutions and maintaining regular contact to drive positive outcomes and experiences.
Your responsibilities will include, but are not limited to:
Creating long-lasting relationships with customers and business partners by displaying professional credibility, trust and confidence in every interaction.
Identifying and understanding the customer’s objectives and goals. You will do this by effective questioning techniques and refer complex financial needs to the appropriate specialist when necessary.
Ensuring customer applications are compliant and that delegated security checks are undertaken in a diligent manner.
Having a deep understanding and knowledge of product features, processes and policies to:
Lead a lending interview with confidence
Facilitate customer retention
Identify the customer’s financial needs and by using needs-based conversations, you will uncover further financial needs
Resolving and responding to customer’s queries or complaints in a timely and effective manner.
Dealing with a variety of internal and external customers to deliver exceptional customer experience.
Understanding the broader market and economic and industry changes impacting the customer and the Group.
Your Capability
You will have some experience in home lending
Ability to work in a team and want to be part of a high performing one
You have a continuous improvement mindset, challenge the status quo and always pro-actively look for new ways to deliver exceptional customer service.
You are always eager to learn and upskill
You display empathy toward customers and be able to interact with a range of customers.
You are organised and have great time management skills
Adapting to change is not difficult for you.
Above all, you are self-motivated and passionate about guiding your customer through their lending journey, topping up their loans as required.
From here, the opportunities are endless
At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people, through focusing on skill and talent development, collaboration, flexibility and internal promotion.
With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities.
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.
We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.
Advertising End Date: 19/04/2026
Customer Lending Specialist
You are passionate about people, with a strong risk mindset
Full time permanent opportunity in Brisbane head office location
Hybrid working – 1 day a fortnight in office, remaining optional WFH once training complete
Hours: Tues-Sat (8:30am-5pm) or Mon-Fri (11:30am-8pm)
See yourself in our team.
Your career pathway is endless with the direct lending team. We have an established lending promotion framework that provides opportunity to develop within the lending role.
Do work that matters
Building and maintaining positive relationships with our customers is our passion. As a Customer Lending Specialist, you will take accountability over every interaction, identifying your customer’s needs, offering solutions and maintaining regular contact to drive positive outcomes and experiences.
Your responsibilities will include, but are not limited to:
Creating long-lasting relationships with customers and business partners by displaying professional credibility, trust and confidence in every interaction.
Identifying and understanding the customer’s objectives and goals. You will do this by effective questioning techniques and refer complex financial needs to the appropriate specialist when necessary.
Ensuring customer applications are compliant and that delegated security checks are undertaken in a diligent manner.
Having a deep understanding and knowledge of product features, processes and policies to:
Lead a lending interview with confidence
Facilitate customer retention
Identify the customer’s financial needs and by using needs-based conversations, you will uncover further financial needs
Resolving and responding to customer’s queries or complaints in a timely and effective manner.
Dealing with a variety of internal and external customers to deliver exceptional customer experience.
Understanding the broader market and economic and industry changes impacting the customer and the Group.
Your Capability
You will have some experience in home lending
Ability to work in a team and want to be part of a high performing one
You have a continuous improvement mindset, challenge the status quo and always pro-actively look for new ways to deliver exceptional customer service.
You are always eager to learn and upskill
You display empathy toward customers and be able to interact with a range of customers.
You are organised and have great time management skills
Adapting to change is not difficult for you.
Above all, you are self-motivated and passionate about guiding your customer through their lending journey, topping up their loans as required.
From here, the opportunities are endless
At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people, through focusing on skill and talent development, collaboration, flexibility and internal promotion.
With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities.
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.
We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.
Advertising End Date: 19/04/2026
