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Client Success Coordinator

2 months ago

Sydney, New South Wales, Australia Oxygen Recruitment & HR Full time
About the Role

We are seeking a highly motivated and organized Client Success Coordinator to join our team at Oxygen Recruitment & HR. As a Client Success Coordinator, you will play a critical role in ensuring the smooth onboarding and ongoing support of our clients in the finance sector.

Key Responsibilities
  • Assist clients with their applications for financial loans and services
  • Follow up on loan and documentation processes with designated stakeholders
  • Create and organize borrower files, including associated documentation
  • Troubleshoot any issues that arise during the application process, utilizing your initiative and problem-solving skills
  • Address client inquiries promptly and professionally, ensuring any issues are followed up
  • Other projects as required
Requirements
  • Customer service experience in a legal, financial, or financial services environment
  • Understanding of the lending process
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment and adapt to changing priorities
  • Experience with CRM systems such as Salesforce and Xero is a plus
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for career growth and professional development
  • A competitive salary and benefits package
  • The chance to work with a purpose-driven organization that values its employees