Client Onboarding Specialist

Sydney, Remote. Posted 3 months ago

The role

You will support customers through the onboarding journey from application to settlement. You will assess applications, make credit decisions within scorecard frameworks, and align products to customer needs.

What you will do

Assist business owners and brokers in identifying the most suitable product
Explain key features and benefits of Shift
Own the customer onboarding journey including registration and compliance requirements
Make credit decisions within authority levels
Maintain accurate records and systems
Answer inbound customer calls as part of a rotating roster
Comply with lending guidelines and regulatory obligations

Required qualifications

Demonstrated ability to position products in a competitive market
Proven track record of delivering high-quality customer service and meeting performance targets
Excellent communication skills including strong written and verbal communication and active listening
Relationship building with customers, brokers, and stakeholders
Technical systems knowledge (CRM, loan origination, onboarding platforms)
Problem-solving to address immediate customer needs
High attention to detail

Nice to have

Experience preferred in lending or sales role within financial services

Benefits

Hybrid working
Parental leave: up to 26 weeks paid
Strategy Week: twice a year the whole team comes together to hear the business strategy and product and technology roadmap
Flat structure
Benefits supporting physical, psychological and financial wellbeing
A day off on your birthday
End of trip facilities

About the company

Shift provides business finance to small, established and corporate sized businesses in Australia. Founded in 2014, Shift has funded more than 30,000 Australian businesses.