Customer Experience Associate

About Our Client

About Our Client:

Our client is a globally recognised leader in the agricultural, construction, and forestry sectors, renowned for delivering high-quality machinery and technology-driven solutions. With over 185 years of industry experience, they are committed to innovation, sustainability, and empowering their dealer network and customers to achieve long-term success.

Job Description

In this role, you'll be responsible for reviewing financial applications and settlements submitted by JDF dealers, ensuring all documentation is complete and compliant with internal policies. You'll also manage post-settlement processes, including security maintenance and government stamping, as well as reviewing dealer funding and floorplan loan requests.

This is a hands-on role where your attention to detail and proactive mindset will help identify trends and drive continuous improvement. Strong communication skills are key, as you'll be resolving queries from dealers and customers and supporting the wider customer experience team.Key Responsibilities:

• Review and audit loan applications and documentation for accuracy and compliance
• Conduct credit and equipment checks
• Perform post-settlement tasks including securities and stamping
• Respond to and resolve customer and dealer service issues
• Process dealer payments for new and used machinery
• Assess and approve floorplan requests, rentals, and extensions
• Support additional customer service tasks as needed
• Identify opportunities for process and system improvements

The Successful Applicant

The Successful Applicant:

You'll be someone who thrives in a detail-oriented, service-driven environment and takes pride in delivering accurate, efficient, and customer-focused work.To be successful in this role, you will bring:

• 1-2 years' experience in compliance, documentation, or financial services
• A strong background in customer service with confident phone and email communication
• High attention to detail and a focus on accuracy
• A proactive mindset with the ability to identify and escalate issues or improvements
• An understanding of basic accounting concepts (e.g. debits, credits, AR/AP)
• The ability to work both independently and as part of a collaborative team
• Familiarity with systems such as DocuSign, SharePoint, and Microsoft Teams (preferred)

What's on Offer

• A competitive hourly rate of $45 + Super
• Full-time contract role for 6-8 months with potential for extension
• Join a respected global brand with a strong dealer and customer network
• Work in a collaborative and supportive team environment
• Opportunity to contribute to process improvements and gain valuable experience in finance and customer operations

For a completely confidential conversation, feel free to reach out via call or email!