In-Demand Loan specialist Jobs in Sydney, Nsw

Client Onboarding Specialist
Shift —Sydney NSW
- Full-time
- Hybrid work
- CRM software
- Sales
- In-person
- Parental leave
Settlement Specialist
Commonwealth Bank —Sydney NSW
- Full-time
- Hybrid work
- Parental leave
1d
Customer Service-Operations Specialist
Fujifilm Australia Pty Ltd —Macquarie Park NSW
- Full-time
- Hybrid work
- CRM software
- Customer service
- Organisational skills
- Work from home
Quick Apply
14d
Lending Operations Specialist
Skip Loans —Sydney NSW
- Full-time
- Hybrid work
- AI
- Time management
Quick Apply
Asset Management Specialist - 10 Month Fixed-Term Contract
humm —Sydney NSW
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Senior SEO Specialist
Great Southern Bank —Sydney NSW
- Sales
- Analysis skills
- Financial services
- Work from home
Broker Support Specialist
Plenti Group —Sydney NSW
- Full-time
- Customer service
- Salesforce
- AI
Commercial Credit Analyst
Shift —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Analytics
- Parental leave
Senior Associate / AVP Project Finance Specialist, Institutional Banking Group, DBS Australia (Sydney)
DBS Bank —Sydney NSW
- Full-time
- Research
- Finance
- Analysis skills
Partnerships Marketing Specialist
Bridgit —Sydney NSW
- Remote
- Organisational skills
- Communication skills
- Annual leave
11d
Customer Banking Specialist - Strathfield
Commonwealth Bank —Inner West NSW
- Part-time
- Hospitality
- Customer service
- Financial services
4d
Customer Service Officer
St.George —Brookvale NSW
- Full-time
- Customer service
- Cash handling
Customer Banking Specialist - Ryde
Commonwealth Bank —Northern Beaches NSW
- Part-time
- Hospitality
- Customer service
- Financial services
2d
Marketing Specialist
MONEYME —Sydney NSW
- Hybrid work
- Sales
- Salesforce
- SQL
- Health insurance
- Parental leave
2d
GHD Graduate Program – Secretariat & Registry - Sydney
GHD —Sydney NSW
- Finance
- Business
- Communication skills
Senior Manager, Home Lending (Business Bank Specialist)
Bank of Queensland —Sydney NSW
- Full-time
- Parental leave
- Employee assistance program
4d
Business Development Manager - Healthcare
Westpac —Barangaroo NSW
- Full-time
Marketing and Event Specialist ANZ (m/f/d)
KARL STORZ —Macquarie Park NSW
- Marketing
- Salesforce
- Microsoft Office
- Commuter assistance
- Annual leave
Head of Employee Relations
Arup —Sydney NSW
- Hybrid work
- Analysis skills
- Bachelor's degree
- Business
- Profit sharing
- Parental leave
Product Director - Lending
Bridgit —Sydney NSW
- Remote
- Product management
- Agile
- Financial services
- Annual leave

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Client Onboarding Specialist

Shift -
Sydney NSW

Apply Now

Job Details

Full-time

Benefits

Parental leave

Qualifications

CRM software
Sales
Communication skills

Full Job Description

Location

Sydney

Employment Type

Full time

Location Type

Hybrid

Department

Customer Support Operations

Who is Shift?

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.

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

#LI-Hybrid

Key benefits:

Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
Family support – industry leading 26 weeks paid parental leave.
Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

#LI-Hybrid

Apply Now

Refine Your Search

loan specialist jobs in sydney, nsw

Client Onboarding Specialist

Settlement Specialist

Customer Service-Operations Specialist

Lending Operations Specialist

Asset Management Specialist - 10 Month Fixed-Term Contract

Senior SEO Specialist

Broker Support Specialist

Commercial Credit Analyst

Senior Associate / AVP Project Finance Specialist, Institutional Banking Group, DBS Australia (Sydney)

Partnerships Marketing Specialist

Customer Banking Specialist - Strathfield

Customer Service Officer

Customer Banking Specialist - Ryde

Marketing Specialist

GHD Graduate Program – Secretariat & Registry - Sydney

Senior Manager, Home Lending (Business Bank Specialist)

Business Development Manager - Healthcare

Marketing and Event Specialist ANZ (m/f/d)

Head of Employee Relations

Product Director - Lending

I want to receive the latest job alert for loan specialist in sydney, nsw

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