Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Client Onboarding Specialist, you will support customers through their onboarding journey from application to settlement, ensuring a smooth and positive experience. You will 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 will work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.

Responsibilities

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.

Requirements

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.

Skills

Credit decisions
Customer service
Sales
Communication
Relationship building
Technical systems knowledge
Problem-solving
Attention to detail

Location

North Sydney

Work Type

Hybrid

Benefits

Collaborative teams
Involvement in product and technology roadmap and business strategy sharing every 100 days
Flexible working environment
Industry leading 26 weeks paid parental leave
Purpose built spaces within office designed for collaboration, brainstorming, socialising, and focused work
Range of benefits supporting physical, psychological and financial wellbeing
Day off on your birthday
Excellent end of trip facilities

About the Company

Shift is a business specialist 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.
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.