About Us

WLTH is a leading digital lending Fintech. We are vying to become a household brand in Australia with purpose at our core.

At WLTH we're re-building the entire money experience from the ground up. Sounds like a mammoth task, right? It is, but this is important. We're a non-bank, changing the lending and payments experience to a more positive one. One that lives in an ecosystem that enables people to not feel left out or disregarded but empowers them to make decisions that are better for themselves.

We're a passionate team that lives across this wonderful planet, that cares about this planet, and we're just getting started. We won't be stopping for anyone. We are creative, we are tech-focused, we are refined, we are serving business, we are purpose-driven. We are WLTH.

In collaboration with Parley, we are making a difference. For every home loan that is settled, WLTH will assist and empower Parley teams to clean up beach coastlines in Australia and around the world.

We are continuing to grow within our Lending space, and therefore we are looking for a Customer Success Specialist to join our team, based in Brisbane.

Role Responsibilities

- Deliver outstanding customer service for all our customers via phone, email and online chat
- Manage all customer queries, aiming for first-time resolution every time
- Make welcome calls and send letters to current customers to ensure they are feeling supported and answer any queries they may have
- Support the broader Lending team by booking in appointments for them with potential new customers
- Maintain accurate customer information and records
- Help to build, refine, identify any gaps and improve existing processes by working with internal and external stakeholders
- Assist with process and training documentation to support consistent service deliveries as the team grows




- Help support and train additional members of the team as we continue to grow

About you

- Customer-focused and genuinely enjoy helping other people
- Previous customer service experience required
- Professional telephone manner, showing a friendly and helpful attitude towards helping customers
- Excellent verbal and written communication skills
- Patient, calm and empathetic when solving customer queries
- Structured, organised and strong attention to detail
- Desire and willingness to get involved in a variety of tasks. We work as a team to support each other, meet the needs of the business and celebrate shared success.
- Curious and creative thinker - we encourage you to challenge and provide suggestions for improvement
- Understanding of the mortgage broking industry and lending is preferred
- Experience with HubSpot or similar CRM is preferred

Whilst we understand that experience and skills are important, as a value-driven organisation we also believe that hiring on character is just as important to have the right people to deliver and succeed. What does WLTH offer you?

- Be part of a Company that has sustainability at the heart of what we do
- Get involved in initiatives and events with Parley due to our unique partnership. For more information on how we are making a difference, please follow this link: (https://lnkd.in/gFdYjYTk)
- Receive one paid day per year to volunteer at a charity of your choice
- Receive one paid ‘Mental Health & Wellbeing’ day per year
- All employees receive $500 wellbeing payment per year to spend on health products/activities of their choice (i.e. gym membership, massage, physio etc
- Join a team who are energetic, passionate, supportive and committed to helping each other and the business growth

For more information about WLTH, please check out: Our primary site: https://www.wlth.com/

Our Blog: https://www.wlth.com/blog/

📌 Customer Service Representative (Brisbane)
🏢 Wlth
📍 Brisbane