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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing inbound customer inquiries and progressing applications through to funded loans while ensuring compliance and delivering personalized customer experiences. Strong communication and detail-oriented skills are essential for building trust and maximizing conversion opportunities.
Highest-signal resume keywords
Customer-Focused ExperienceSales ConversionStrong Communication SkillsDetail-OrientedCompliance Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Team PlayerTrust BuildingInfluencing Decisions
Tools & Technologies
CRM Software
Industry Keywords
Inbound Customer EnquiriesSales PerformanceResponsible LendingCustomer ExperienceFast-Paced Environment
About the role
Key responsibilities & impact- Engage exclusively with high-intent customers who have reached out or expressed interest; no cold calling
- Own and manage a pipeline of inbound customer enquiries, progressing applications through to funded loans
- Understand customer needs, explain options clearly, and address questions or concerns
- Engage customers via phone, email, SMS, and live chat to drive sales conversion and deliver a seamless experience
- Proactively re-engage warm leads and stalled applications to maximise conversion opportunities
- Deliver personalised customer experiences while maintaining responsible lending and compliance
- Maintain accurate CRM records, capture insights, and escalate complex cases where required
- Collaborate with the broader team to share best practices and improve sales performance
Requirements
What you’ll need- 2+ years’ experience in a customer-focused or sales role (e.g. call centre, retail, hospitality, or similar)
- Strong communication skills with the ability to build trust, influence decisions, and close opportunities
- Detail-oriented with a compliance-first mindset
- Team player who thrives in a fast-paced, results-oriented environment
Benefits
Comp & perks- Flexible working
- Volunteer leave
- Study leave
- Monthly social events
- Office snacks
- Company Townhalls
- Diversity and inclusion initiatives and events
