Rebate Specialist

Adelaide - Australia

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Department:

Operations

Job Summary

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 Australias 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:

Do you enjoy helping customers and ensuring processes run smoothly and accurately Join Plentis Rebate Team where you will be at the forefront of supporting solar and battery loan/rebate this role you will provide excellent customer service verify critical documentation and ensure compliance making a real impact on our customers experience and our operations.

Key Responsibilities:

Act as the initial point of contact for customer inquiries via phone chat and email providing prompt accurate and professional support

Serve as an escalation point for internal and external stakeholders to ensure verification tasks are completed efficiently

Review and verify applicant documentation including customer identification in line with AML/CTF KYC and internal policy requirements

Identify and report discrepancies or anomalies found during verification reviews

Manage communication with installer partners and internal teams resolving issues and objections effectively

Accurately enter and validate customer and application data

Verify supporting documents including payment details equipment specifications and installation information

Review and process rebate settlement applications ensuring all required documents are complete and eligibility criteria are met

Perform identity verification checks for renewable loan applications

Manage installer accreditation verification and suspension processes

Meet daily activity KPIs and adhere to team SLA requirements

About You:

Experience in customer service contact centre or financial services is preferred

Strong customer-focused mindset with excellent problem-solving abilities

Ability to work efficiently in a fast-paced environment

Experience with AML/CTF and KYC obligations is highly regarded

Key Competencies:

Strong problem-solving and critical-thinking skills

Excellent verbal and written communication

High attention to detail

Strong analytical and data-entry capabilities

Effective organisational and time-management skills

Applicants must be comfortable working on a roster system covering 7.6-hour shifts between 8:30 AM and 7:00 PM.

Whats life like at Plenti

Working at Plenti means joining a team that is high-performing diverse customer-focused and collaborative. Its 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 Australias 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.

Required Experience:

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 l...