Client Onboarding Specialist
About the role
Who is Shift?
Shift provides business finance to small and medium businesses (SMEs) in Australia, including Business Overdraft, Equipment Line, Asset Finance and Trade Account. Since 2014, Shift has funded more than 30,000 Australian businesses.
At Shift, our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.
About the role:
As a Client Onboarding Specialist (Internally known as Customer Solutions Specialist), you’ll play a key role in supporting customers through the onboarding journey from application through to settlement ensuring a smooth and positive experience.
You’ll assess applications, make credit decisions within scorecard frameworks, and align Shift’s products to meet customer needs.
This is a solutions-driven role, where you’ll work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.
Based in our North Sydney office, we offer hybrid work flexibility, with a minimum of three days in the office each week.
What you'll do:
Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
Explain key features and benefits of Shift.
Own the customer onboarding journey, including registration and compliance requirements for onboarding.
Make credit decisions within authority levels
Maintain accurate records and systems.
Answer inbound customer calls as part of a rotating roster within the team.
Comply with lending guidelines and regulatory obligations.
What you'll bring:
Experience preferred in lending or sales role within financial services.
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 – strong written and verbal communication, 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
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Key benefits:
Hybrid working: we’re headquartered in North Sydney with state-based workplaces and offer a hybrid work policy. Our offices have spaces for collaboration, socialising and focused work.
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 first-hand, with fortnightly all-company business updates in between.
Flat structure: everyone can learn from each other and senior leaders across the business.
Wellbeing: benefits supporting your physical, psychological and financial wellbeing, from a day off on your birthday to end of trip facilities.
Additional information:
If you don’t meet all the qualifications or skills but think you’d be a great fit, please apply anyway.
Learn more about working at Shift at shift.com.au/careers.
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