Client Onboarding Specialist
Core
Support customers through the onboarding journey from application to settlement, assess applications, and make credit decisions within scorecard frameworks.
Role type
Client Onboarding Specialist (Customer Solutions Specialist)
Builds
Financial products for Australian SMEs
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
Credit decisioning, product positioning, compliance adherence, CRM and loan origination systems knowledge, inbound call handling
Preferred skills
Lending or sales experience in financial services, relationship building with brokers and stakeholders, problem-solving
Responsibilities
Assist business owners and brokers in identifying suitable products, explain key features and benefits, own the customer onboarding journey including registration and compliance, make credit decisions within authority levels, maintain accurate records, answer inbound customer calls, comply with lending guidelines and regulatory obligations