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Client Services Executive Leading Mortgage

5 months ago

Toorak, Australia Uplift Recruitment Full time

Work with High Net Worth Customers
- Hybrid Working
- Unparalleled Salary & Training

Our client is a highly successful Mortgage Brokerage who work with some of Melbourne’s highest Net Worth individuals.

Due to several internal promotions, they are looking to appoint a Client Service Executive/Manager, to work closely with the team internally along with their customers to help people achieve their dream property & financial goals.

In this dynamic and fast-moving role, you will learn all about the Mortgage process and feel the sense of satisfaction when you call a customer to deliver positive news. This position is open to anyone in or out of the Financial Services space. Whether you are wanting to be a Mortgage Broker one day or not, our client is more interested in you as a person and your desire to help people in an honest and ethical manner, rather than long term career goals.

**The role**:

- Follow up with lenders throughout the home loan process in a pro-active and timely manner to ensure deadlines are met
- Liaise with financial planners, solicitors & real estate agents
- General administrative tasks: order valuations, order pricing discounts, post-settlement checks, completion of discharge and variation forms
- Preparing loan documents for clients to sign

**You will have**:

- Previous client service experience
- A solid track record of success in your roles
- A banking or financial services background (high desirable but not essential)
- Strong communication skills (written & verbal)
- A bright & energetic personality
- An honest & ethical approach to your work
- The desire to grow as an individual & progress your career

Our client offers hybrid working for the team. They are a positive bunch of go-getters working in an engaging and truly caring environment. You will be rewarded with a long list of perks & financial incentives for your hard work and diligence.

If you want to work for the best,
**APPLY TODAY** for a confidential career chat.