About Credeq Australia
Credeq Australia Pty Ltd (ABN 39 625 083 810; AFSL 568636) is a specialist Managing General Agent operating across four product lines: Surety, CommBonds, Construction Warranty Insurance and Deposit Bonds (Deposit Power).
Role Purpose
The Customer Success Manager play a critical role in frontline connection between us and our customers including brokers, partners, and direct applicants.
You’ll guide them through the application journey with clarity, urgency and care. With a proactive mindset, you'll help ensure a smooth, positive experience at every step, while also identifying ways to continuously improve how we support and delight our customers.
This is a fast-paced, high-impact role, perfect for someone who thrives under pressure and is excited by the idea of helping people secure their homes.
This is a fantastic opportunity to grow your career in financial services with a supportive, close-knit team committed to innovation and customer success.
Key Responsibilities
- Deliver exceptional service across phone and email, handling enquiries with speed, empathy, and expertise.
- Guide customers and brokers through the deposit bond process from start to finish.
- Conduct due diligence searches to ensure compliance with underwriting policies.
- Manage and follow up on applications with a strong sense of ownership and urgency.
- Collaborate cross-functionally with internal teams to optimise customer outcomes.
- Identify roadblocks or inefficiencies and help improve internal processes and customer journeys.
About You
You're a customer champion with a natural ability to connect, communicate, and build trust. You take pride in solving problems and are comfortable juggling multiple priorities in a dynamic environment. Whether it's helping someone navigate their first property purchase or ensuring a broker feels supported, you're driven by outcomes and fuelled by purpose.
Skills and Experience
- 2+ years in a customer-facing, phone-based role within banking, lending, mortgage broking, or financial services.
- Strong communication skills — clear, warm, confident — both written and verbal.
- Highly organised, with excellent time management and ability to prioritise under pressure.
- Strong attention to detail and commitment to accuracy in documentation and processing.
- Self-starter with a proactive mindset, professional attitude, and sense of urgency.
- Comfortable using CRM systems and quick to pick up new tools and platforms.
- Previous experience in mortgage & finance is highly desirable.
Why Join Us?
- Join a market leader with strong global backing and ambitious local growth plans.
- Be part of a fun, supportive, and high-performing team that values innovation and impact.
- Enjoy ongoing training, development, and career progression opportunities.
If you’re passionate about customers, excited by property, and thrive in a fast-paced environment where you can truly make a difference — we’d love to hear from you
Job Types: Full-time, Permanent
Pay: $90,000.00 – $120,000.00 per year
Work Location: Remote
