Referrer Support Specialist

4 weeks ago

Sydney, New South Wales, Australia Plenti Full time

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Who is Plenti?

Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly. By continuing to deliver better customer experiences, Plenti is taking market share from incumbent players in the personal lending, renewable energy, and automotive finance markets.

We are a fast moving and ambitious business that seeks to recruit smart and capable people, who can take ownership of their role to help the business thrive. With over 250 people based in Australia, Plenti is of a size where everyone can make a difference in their role and help us realise our very big ambitions as a team, as we go about building Australia's best lender.

Plenti is a founder led business that launched in 2014, listed on the ASX since 2020 with annual revenue of over $250 million and a loan portfolio of over $2.5 billion.

Job Summary

As a Referrer Support Specialist, you'll be on the front line supporting our broker and installer partners as they guide customers through the loan acquisition journey. You'll manage inbound calls and email enquiries from our business partners, helping them navigate our processes, resolve issues quickly, and deliver a seamless experience for their customers.

Your focus will be on building strong relationships with our referring partners, providing fast, accurate support, and representing Plenti with professionalism and empathy at every touchpoint.

Key Responsibilities

Provide exceptional support to brokers and installers throughout the loan acquisition journey, including application, approval, and settlement stages
Respond to inbound phone calls and email enquiries in a timely, professional, and solution-focused manner
Build strong, trusted relationships with referring partners by understanding their needs and proactively assisting with their enquiries
Troubleshoot issues and navigate internal systems to find resolutions quickly, escalating where appropriate to ensure timely outcomes
Collaborate with internal teams such as Sales, Credit, and Settlements to deliver a smooth and coordinated experience for our partners
Maintain accurate records of interactions and ensure all communications comply with regulatory requirements and Plenti's internal policies
Continuously build product and process knowledge to confidently support a range of partner queries and provide up-to-date information
Contribute to a positive team culture, sharing knowledge, supporting peers, and participating in training and team initiatives
Identify trends or recurring issues and suggest process improvements to enhance the referrer experience

Key Qualifications

Experience in a customer or partner support role, ideally within financial services or a fast-paced, service-driven environment
Strong written and verbal communication skills, with the ability to explain complex processes clearly and professionally
Confidence using CRM systems and digital tools to manage enquiries and update records (e.g. Salesforce, Zendesk – desirable but not essential)
Proven ability to manage multiple priorities while maintaining attention to detail
Understanding of regulatory obligations in a customer-facing role (training provided, but awareness is a plus)
Willingness to learn, adapt, and thrive in a dynamic and team-oriented environment

Competencies / Skills

Customer Service Excellence
Team collaboration
Data driven decision making
Operational and queue management

What's life like at Plenti?

Working at Plenti means joining a team that is high-performing, diverse, customer-focused and collaborative. It's a place where everyone can "make it happen" and share in the results and success. If being in a dynamic industry as part of a market-leading fintech sounds like you, then join to help us reshape Australia's financial eco-system for the good.

In return, you will enjoy a culture of innovation and entrepreneurship to take your career further. We offer flexible working and volunteer and study leave to develop your skills. We also have monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues.

Plenti is committed to a diverse and inclusive workforce.

We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people and people with disabilities. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.Seniority level

Seniority levelEntry level

Employment type

Employment typeFull-time

Job function

Job functionOther

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