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Sales Support Coordinator
Avanti Finance Group is a privately owned non-bank lender operating across New Zealand, and Australia. We are on a growth mission to lead and inspire our industry through innovation, and the development of exceptional financial services products whilst fostering a motivated and engaged workplace culture that is centered around personal growth and high performance.
About the Role
This role reports to the National Sales Manager – Auto with the responsibility of supporting our Introducers (dealers/brokers) along with our team of Relationship Managers. Based in our Newmarket office, you will become the conduit between our Introducers, Relationship Managers and Operational Support Teams (Lending, Settlements and Operations). This role plays a critical role in our strategic plan as we build a reputation of innovation and experience for our Introducers and Customers.
Supporting Processes
- Follow up information with Introducers (Dealers and Brokers), including information/updates required when a loan application is held at Settlement.
- Supporting Relationship Managers and their Introducers on enquiries (application status/updates).
- Providing an excellent customer service to our Introducers/Customers via phone and email, often being the first line of phone calls into our lending team.
- To provide support to our Relationship Managers when setting up new Introducers along with communicating with internal teams to ensure the setup is completed effectively.
- To provide support to lenders and the overall team to ensure excellent customer service is maintained both internally and externally.
- To provide other supporting administrative tasks as required and handle general enquiries to assist the team in achieving overall goals.
Integrity, Risk and Compliance
- Compliance and Risk: Ensure legal adherence and manage risks through operational activity across all teams.
- Integrity First: Uphold high standards in compliance and risk management through adherence to the three lines of defence model.
Customer Centric
- Right Docs, On Time: Make sure all introducer / customer facing documents to introducers promptly and efficiently.
- Own the Issues: Take responsibility for resolving customer and introducer queries and problems and see them through to conclusion.
- Be Across the Details: Verify introducer information, ensure records are up to date, know your customer.
- All staff must follow their manager’s reasonable instructions and perform additional duties as needed.
- Proactively promote a wellness, health and safety conscious culture at Avanti.
Live Our Values: Relentlessly Helpful, Do What’s Right, People First
- All staff must follow their manager’s reasonable instructions and perform additional duties as needed.
- Proactively promote a wellness, health and safety conscious culture at Avanti.
We are looking for candidates who have:
- Ideally 1-2 years in the finance industry, with an understanding of the approval process for lenders.
- Accurate and timely data entry, with high attention to detail in documentation.
- Strong spoken and written communication and interpersonal skills, and the ability to constructively manage difficult conversations for a positive outcome when needed.
- Up to date knowledge of relevant legislation including the CCCFA.
- Ability to work autonomously and manage time in a high pace environment.