Referrer Support Specialist

About the role:

As a Referrer Support Specialist at Plenti, you’ll be on the front line supporting our broker and installer partners as they guide customers through the loan acquisition journey. You’ll manage inbound calls and email enquiries from our business partners, helping them navigate our processes, resolve issues quickly, and deliver a seamless experience for their customers. Your focus will be on building strong relationships with our referring partners, providing fast, accurate support, and representing Plenti with professionalism and empathy at every touchpoint.

Key responsibilities:

• Provide exceptional support to brokers and installers across 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, navigate internal systems and escalate where needed to ensure quick, effective resolutions.

• Collaborate with internal teams to deliver a smooth, coordinated experience for partners.

• Maintain accurate records of all interactions and ensure communications comply with regulatory requirements and Plenti policies.

• Continuously build product and process knowledge to confidently handle a wide range of partner queries.

• Contribute to a positive team culture by sharing knowledge, supporting peers and participating in training and initiatives.

• Identify trends or recurring issues and suggest process improvements to enhance the referrer experience.

About you:

• 1–3 years’ experience in a customer or partner support role, ideally in financial services or a fast‑paced, service‑driven environment.

• Strong written and verbal communication skills, able to explain complex processes clearly and professionally.

• Confident using CRM systems and digital tools to manage enquiries and update records (e.g. Salesforce, Zendesk – desirable but not essential).

• Proven ability to manage multiple priorities while maintaining high attention to detail.

• Understanding of regulatory obligations in customer-facing roles (training provided, but awareness is a plus).

• Willingness to learn, adapt and thrive in a dynamic and team-oriented environment.

What's life like at Plenti? Working at Plenti means joining a team that is high-performing, diverse, customer-focused and collaborative. It’s a place where everyone can “make it happen” and share in the results and success. If being in a dynamic industry as part of a market-leading fintech sounds like you, then join to help us reshape Australia’s financial eco-system for the good.

In return, you will enjoy a culture of innovation and entrepreneurship to take your career further. We offer flexible working and volunteer and study leave to develop your skills. We also have monthly social events, office snacks, company Townhalls and D&I initiatives and events to help you connect with your colleagues. Plenti is committed to a diverse and inclusive workforce.

We encourage people from different backgrounds to apply, including Aboriginal and Torres Strait Islander people and people with disabilities. When you apply, let us know of any reasonable adjustments you may need during the interview process so we can accommodate you.