Finance Executive – Personal Lending

This role is reporting to the Personal Lending – Team Leader, the purpose of this role is to ensure excellent customer service through building relationships with Introducers: including Brokers, Car Dealers and Mortgage Advisors and directly with customers. Approving loans within lending authority and referring for authorisation loans outside authority. Always ensuring minimum lending standards are maintained. The role also requires business development with brokers and referrers and maintaining a high level of customer service and planning.

As a Finance Executive within personal lending, you can expect to:

• New loan and top-up sales to customers and brokers. Including identifying insurance opportunities.
• Handle inbound and outbound introducer and client direct lending enquiries via call, email or via our loan origination platform.
• Ensuring we deliver on our service levels to brokers, dealers, and internal customers
• Developing and maintaining clear strategy with each referrer for long term growth. Obtain financial data, complete loan applications, credit and security checks.
• Complete/Conduct a risk assessment of customer financial data against Avanti lending and credit policies.
• Process and approve applications within established authority and refer loans above authority level that meet acceptable lending standards.
• Ensuring accurate instructions are provided to generate loan documentation and in a timely manner. Ensuring file is complete for payout and security registration. Follow up on omissions in a timely manner.
• Taking ownership of customer issues and queries raised and resolving issues.
• Verify customer information and update records.

• Experience in consumer lending, finance, admin, or compliance (bonus points if you've done it all!)
• A solid grasp of the financial services landscape and emerging trends
• Sharp with numbers and laser-focused on accuracy and detail
• Proven knack for cross-selling and upselling financial products
• Thrive in fast-paced, high-volume environments with shifting priorities
• Confident problem-solver, especially in complex customer situations
• Clear, professional communicator—both written and verbal
• Tech-savvy and comfortable juggling multiple systems
• Self-starter with strong time management and independence
• Adaptable, improvement-focused, and change-ready
• A true team player with a hands-on, can-do attitude

What's in it for me?

Within the Avanti Finance Group, you can look forward to flexible and hybrid working as we offer up to two days working from home following your initial training period. We give back to our communities through our support of Duffy Books, and by offering an Annual Volunteer Day for you to use for a purpose that's close to your heart. We believe in celebrating diversity, and we also celebrate talent and development by working with you through an established capability framework that puts you in the driving seat of your development while achieving business goals. You won't find a gender pay gap here, as we have great remuneration packages but as we all know there's more to an awesome job than the money. If you are happy and fulfilling your potential, while feeling supported, valued and empowered, then that’s a win for us! Fresh fruit, Healthy Food Guide Memberships, and increased Kiwisaver match is there for you to feel good from the inside out.