The Role
The Rebate Specialist serves as the first point of contact for customer inquiries related to solar and battery loans, ensuring accurate information and compliance in documentation. Key responsibilities include communication with installers, verification of loans and rebates, and achieving set KPIs in a fast-paced environment.
Summary Generated by Built In
Who is Plenti?
Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets.
We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia’s best lender.
Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $2.5 billion.
About the Role:
The Rebate team plays a key role in delivering an exceptional customer experience by responding to solar and battery loan/rebate inquiries via phone and email with professionalism, empathy, and efficiency. As the first point of contact, this role ensures customers receive accurate information, timely assistance, and high-quality support. They also ensure the accuracy, authenticity, and compliance of the finance application and rebate documents and customer information.
Key Responsibilities:
• Serve as the first point of contact for customer inquiries, providing prompt, accurate, and professional assistance via phone, chat and email
• Be the escalation point for internal and external stakeholders to ensure verification tasks are completed accurately and promptly
• Ensure applicant documentation is reviewed and verified in line with standard operating procedures
• Proactively identify and report on application discrepancies and anomalies during verification reviews
• Proactively and reactively manage direct communication to installer partners and internal stakeholders with an ability to grasp issues and find appropriate solutions to objections, often pre-emptively
• Conduct quality reviews of customer identification, adhering to all AMF/CTF standards, KYC obligations and company policies
• Ensure data is entered accurately and efficiently, and matches supporting documentation
• Verify documents to ensure the accuracy of information, including payment, equipment, and installation details
• Review and process rebate settlement applications, ensuring all required documents are complete and verifying that the equipment and installation address meet eligibility criteria
• Liaise with installer partners when clarification or additional information is required
• Identity verification for all renewable loan applications
• Conduct installer accreditation/verification/suspension
• Adhere to individual KPIs, including a set target of activities to be completed each day Adhere to the team SLA requirements set by the business
About You:
• Experience in customer service, contact centre, or financial services is preferred
• Customer-focused mindset with excellent problem-solving skills
• Ability to work efficiently in a fast-paced environment
• Demonstrated experience in AML/CTF and KYC obligations will be highly regarded
Key Competencies:
• Problem-solving
• Critical thinking
• Strong verbal and written communication skills
• Attention to detail
• Analytical and data entry skills
• Organisational skills
What's life like at Plenti?
Working at Plenti means joining a team that is high-performing, diverse, customer-focused and collaborative. It’s a place where everyone can “make it happen” and share in the results and success. If being in a dynamic industry as part of a market-leading fintech sounds like you, then join to help us reshape Australia’s financial eco-system for the good.
In return, you will enjoy a culture of innovation and entrepreneurship to take your career further. We offer flexible working and volunteer and study leave to develop your skills. We also have monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues.
Plenti is committed to a diverse and inclusive workforce.
We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people and people with disabilities. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.
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The Company
What We Do
Plenti is building Australia's best lender.
Our smart technology offers faster and fairer car, renewable energy and personal loans to help borrowers bring their big ideas to life. We've also helped more than 27,000 investors earn strong, stable returns by investing in loans to creditworthy Australians.
We've originated more than $3.5 billion in loans since establishment, with our strong growth supported by diversified distribution channels and funding, and underpinned by our exceptional credit performance and continual innovation.
We've won more than 30 awards for our outstanding loan products, and have been recognised in the Deloitte Technology Fast50, Deloitte Asia Pacific Technology Fast 500, AFR Fast 100, and the FT High-Growth Companies Asia Pacific.
Plenti listed on the ASX in September 2020
