Plenti

Referrer Support Specialist

Plenti

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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Job Level

Junior

About the role

  • 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 enquiries
  • Troubleshoot issues by navigating internal systems and processes, escalating where needed to ensure timely outcomes
  • Collaborate closely with internal teams including Sales, Credit and Settlements to deliver a seamless partner experience
  • Maintain accurate records of all interactions, ensuring compliance with regulatory requirements and Plenti policies
  • Continuously build your product and process knowledge to confidently handle a wide range of partner queries
  • Contribute to a positive, collaborative team culture by sharing knowledge and supporting team initiatives
  • Identify trends or recurring issues and suggest improvements to enhance the overall referrer experience

Requirements

  • 1–3 years’ experience in a customer or partner support role, ideally within financial services or a fast-paced service environment
  • Strong written and verbal communication skills, with the ability to explain complex processes clearly and professionally
  • Confidence using CRM systems and digital tools (e.g. Salesforce, Zendesk — desirable but not essential)
  • Proven ability to manage multiple priorities while maintaining strong attention to detail
  • Awareness of regulatory obligations in customer-facing roles (training provided)
  • A proactive, adaptable mindset with a genuine desire to learn and grow in a team-oriented environment
Benefits
  • flexible working
  • volunteer and study leave to develop your skills
  • monthly social events
  • office snacks
  • company Townhalls
  • D&I initiatives and events to help you connect with your colleagues
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
communication skillsproblem-solvingrelationship buildingattention to detailadaptabilityteam collaborationproactive mindsetcustomer supporttime managementknowledge sharing