Are you passionate about delighting customers and supporting great outcomes — from the first phone call to the final follow-up?
Do you thrive on building rapport, solving problems, and helping people feel supported and confident throughout their journey?

We looking for a passionate Customer Service & Success Specialist who brings warmth, professionalism, and a proactive mindset to every interaction.

This is a customer-first, phone and email-based role, where you will play a key part in supporting both customers, mortgage brokers and partners through the full service experience. If you are someone who loves being part of the sales and service process and takes pride in delivering real impact, we would love to hear from you!

About the Company

Our client is a trusted provider of financial solutions to the property market, with more than three decades of experience helping Australians buy their dream homes.

With the support of a global financial services group and a strong local presence, the business is in an exciting phase of growth and digital transformation. You will join a small, close-knit team committed to delivering outstanding customer experiences, every day.

About the Role

In this high-impact role, you will be the first point of contact for both customers and brokers, providing timely, helpful, and solutions-focused support. You’ll manage enquiries, explain processes, assist with applications, and collaborate with internal teams to deliver an outstanding customer journey.

This is a fast-paced, phone/email-based position ideal for someone who thrives on helping people and making things happen.

Key Responsibilities

Handle phone and email enquiries from customers and partners

Support clients through the pre-application and submission process

Explain documentation and eligibility requirements clearly and confidently

Package and prepare applications for credit review

Proactively follow up leads and progress applications to approval

Collaborate with internal teams to ensure a smooth, positive experience

Maintain accurate records and contribute to process improvements

About You

2+ years in a customer service, lending, or finance-related role

Strong verbal and written communication skills — warm, professional, and confident

Customer-focused and solutions-driven with a high attention to detail

Comfortable managing multiple priorities in a structured, fast-moving environment

Familiarity with mortgage/lending terms like LVR or serviceability (advantageous)

Positive, proactive attitude with a passion for customer care and follow-through

Benefits

Competitive salary with room to grow

Excellent Sydney CBD location close to transport and amenities

Work in a collaborative, purpose-led team environment

Help Australians achieve their homeownership goals every day

If you are driven by service, love engaging with people, and want to play a key role in a growing financial services business — apply today!