Our client is an entrepreneurial, start up non bank lender offering an innovative and in demand reverse mortgage product, helping older Australians unlock their financial potential.
They are seeking a passionate Team Lead to work closely with the CEO & Founders to drive customer experience across the acquisition pipeline and lifecycle for their home lending product.
In this role, you will lead a small team of Client Associates, manage client relationships, and oversee the entire customer journey—from initial enquiry to settlement—ensuring exceptional service and outcomes.
You will also contribute to process improvements and business growth in a fast-paced, entrepreneurial environment.
Key Responsibilities: Lead and mentor a team handling customer interactions via phone, email, and web chat.
Actively manage clients through the acquisition pipeline, ensuring smooth transitions.
Build strong, authentic relationships with clients and provide tailored lending solutions.
Oversee the customer loan lifecycle, including annual calls, requests, and exception management.
Identify opportunities for process improvement and enhance customer outcomes.
Collaborate with the Business Development Executive to generate new business opportunities.
About You: Previous experience in the mortgage / lending industry with a detailed knowledge of the end to end customer journey Strong leadership skills with a passion for mentoring and developing a team.
Excellent communication and interpersonal skills, with a focus on building relationships and solving problems.
A genuine passion for customer experience & service delivery Ability to thrive in a fast-paced, entrepreneurial environment.
Benefits: Competitive remuneration and employee share option plan for eligible staff.
Career growth opportunities in a growing business.
Beautiful office in Double Bay, close to shops, restaurants, and public transport.
This is a full-time, permanent role based in Sydney's EASTERN SUBURBS close to transport.
Join a company that's making a real difference and grow your career today.
Please call Alice Pipes on 0482 088 075 for a confidential discussion.
Consultant Alice Pipes Director 0482 088 ****** number: 12135 Profession:Banking & LendingCompany: Keegan AdamsDate posted: 18th Mar, 2025