
Job Overview
Location
Sydney CBD Area
Job Type
Full-time
Category
Customer Success
Date Posted
July 4, 2026
Full Job Description
📋 Description
- • Support customers through critical financial decisions by providing tailored home lending solutions for purchasing, refinancing, and complex lending scenarios.
- • Build and convert a self-generated lending pipeline through proactive business development and community engagement.
- • Develop and nurture trusted relationships with customers, referral partners, and internal teams to drive consistent lending growth.
- • Meet customers at their preferred location—whether at home, workplace, local café, or virtually—to deliver a flexible and convenient lending experience.
- • Manage end-to-end lending applications with ownership, speed, and precision, ensuring timely processing and high-quality outcomes.
- • Identify and pursue new business opportunities within your local market to expand your lending presence and customer base.
- • Partner closely with branch teams and specialist lending units to align on customer needs and deliver cohesive, high-standard service.
- • Ensure all lending applications comply with credit policy, regulatory requirements, and responsible lending obligations.
- • Maintain a strong understanding of evolving credit standards and lending regulations to uphold compliance and customer trust.
- • Lead by example in fostering a high-performing, collaborative team culture that emphasizes accountability and results.
- • Contribute to team success by sharing best practices, mentoring peers, and actively participating in network-wide initiatives.
- • Leverage market-leading technology and internal support networks to enhance efficiency and customer service delivery.
- • Operate with autonomy to shape your local market strategy while remaining connected to a supportive, high-performing mobile lending team.
- • Balance multiple applications simultaneously, prioritizing effectively to meet deadlines and maintain service quality under pressure.
- • Continuously grow your expertise in complex lending scenarios, including non-standard income, investment properties, and cross-border scenarios.
- • Act as a trusted advisor to customers, translating financial information into clear, actionable guidance tailored to their unique circumstances.
- • Strengthen internal referral partnerships by collaborating with branch staff, mortgage brokers, and other financial service providers.
- • Maintain accurate and timely documentation in lending systems to ensure audit readiness and operational integrity.
- • Represent Commonwealth Bank with professionalism and integrity, upholding the brand’s reputation for trust and customer-centric service.
Skills & Technologies
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About Commonwealth Bank of Australia
Commonwealth Bank of Australia (CBA) is one of the largest banks in Australia, offering a comprehensive range of financial services. Its operations span retail banking, business banking, wealth management, and institutional banking. CBA provides services to individuals, small and medium-sized businesses, and large corporations. The bank is committed to digital innovation, enhancing customer experience through technology and data analytics. It focuses on providing secure and convenient banking solutions, including everyday banking, home loans, credit cards, superannuation, and investments. CBA plays a significant role in the Australian economy, supporting economic growth and community development through its extensive network and diverse financial products.
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