Client Support Officer (AU Mortgage) | WFH
This is a remote position. · Organising meetings, training and diary management. · Providing ongoing case management support for Service Coordinator, with requirement for engaging with clients to chase up documents and duties as required. · Provide proactive advice to Service Coordinator regarding Care Plans and casefiles, flagging risks in advance where items are missing or incomplete. · Auditing and updating service agreements, contracts, Fair Work information. · Ensuring customer profiles are accurate and up to date at all times. · Completing audits for all case files, ensuring the ~15 docs per case are completed correctly and uploaded into the Case Flow system within an agreed timeframe.
Requirements
Qualifications: · Bachelor’s degree · Experience in the AU Mortgage industry (at least 2 years) · Working knowledge of Microsoft Word, Excel, Outlook (nice to have) · Experience in using Sales Trekker and ApplyOnline · Exp communication with lenders (nice to have) Competencies: · Excellent written and verbal communication skills · Time Management, must keep scheduled tasks on track and multitask regularly · Analytic skills, must be able to analyse statistics and make rational decisions · Effective and efficient communication with Clients and Managers · Professional & Timely work presentation standards · High self-standards – Lead by example · Flexible and have a good work ethic