Customer Success Representative engaging borrowers from initial enquiry to loan drawdown. Transforming the lending experience while offering customer support in a fast-paced environment.
Responsibilities
Proactively engage potential borrowers via phone, email, SMS, and live chat to complete applications and secure loan drawdowns
Guide customers through every stage of the lending journey, clearly explaining products, handling objections, and removing barriers to approval
Re-engage stalled or abandoned applications using creative and strategic outreach
Consistently meet and exceed individual targets across application completion, conversion rates, and loan volumes (personal and auto loans)
Deliver personalized, responsible lending experiences that balance customer needs with commercial outcomes
Maintain accurate CRM records, capture customer insights, and escalate complex cases when required
Collaborate with the wider team to share best practices, adapt to change, and continuously improve performance
Requirements
1-2+ years’ experience in sales, customer service, or financial services, with a strong track record of achieving targets
Confident, persuasive communicator who builds trust through empathy and professionalism
Skilled in objection handling and problem-solving
Comfortable managing high volumes of multi-channel interactions and documenting accurately in a CRM
Detail-oriented with a compliance-first mindset and the resilience to thrive in a fast-paced environment
A team player who brings energy, accountability, and a results-driven attitude
Benefits
Competitive base salary plus commissions
Ongoing training, development, and clear career progression
A vibrant, supportive culture that celebrates success and encourages innovation
Flexible work arrangements after 6 months, health and wellness benefits, team events, and more
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