AddressBased in Rochedale South, Queensland, our team specialises in providing bespoke mortgage solutions to clients. We understand that buying a property is one of the most significant financial investments you will make and aim to ensure that the process is smooth, stress free, and tailored to our clients specific needs.
We pride ourselves on delivering transparent and communicative processes that ensure our clients receive clear communication and regular updates throughout their mortgage process. We understand that each client is unique and has specific financial goals, and we work diligently to find the best mortgage solutions to meet those goals.
To uphold our commitment to delivering exceptional customer outcomes, we are now in search of a part-time Client Services Manager to bolster our team and manage administrative tasks effectively.
Key Responsibilities:- Respond promptly to phone calls and email communications from clients
- Proactively engage with clients to maintain relationships and actively chase lead flow
- Thoroughly review customer-provided documents to ensure completeness and accuracy, initiating follow-ups for any missing information
- Validate/rename document contents, such as income and liability statements, to align with customer-declared data
- Engage with customers to address outstanding information requests and provide application status updates
- Assist mortgage brokers with various administrative duties, including form preparation and email correspondence
- Maintain meticulous records of customer details and application progress
At your core, you're passionate about ensuring a seamless journey for customers from Lodgment to Settlement. You're a self-motivated, detail-oriented professional with a track record of success in financial services.
To excel in this role, you should possess:
- Exceptional attention to detail and adeptness at managing multiple tasks concurrently
- Strong communication and customer service aptitude
- Proficiency in Google Suite and proficiency in data entry
- Capability to work autonomously and collaboratively within a team
- Previous experience in the mortgage industry is advantageous but not essential
This is a part-time position, requiring 5 days per week, with flexible working arrangements welcome. We offer a welcoming and supportive team atmosphere and opportunities for professional advancement. If you're an ambitious and enthusiastic individual seeking to embark on or advance your career in the mortgage broking industry, we invite you to apply.
