Customer Care Officer Mortgage Industry

3 weeks ago


North Sydney, Australia SB Recruitment Pty Ltd Full time

**The Company...**
Being a leader in their field for over 20 years, this boutique financial services organisation has seen substantial growth and they’re searching for dedicated and proactive staff to join their organisation during this exciting period. With an excellent reputation in the market, this company is known for providing innovative options to their customers and providing exceptional advice on their products. They provide their staff with a friendly and energetic work environment, approachable & friendly management and plenty of career development.

**The Benefits...**
- Exceptional training and development opportunities
- Collaborative and inclusive environment
- Central location, close to North Sydney train station

***

**The Job...**

***
Reporting through to the Team Manager, you will be responsible for the following duties:

- Provide quality, needs based conversations in order to tailor your approach to suit individual requests
- Resolving client queries and using your product knowledge and experience to handle customer enquiries effectively
- Manage cancellation calls with a solution focused approach
- Action all customer maintenance activities including direct debits, redraw requests, payment requests and loan discharges
- Process all requests for clients by appropriate deadlines and manage expectations appropriately
- Liaise with internal stakeholders to resolve errors/discrepancies
- Exceed service quality standards and strive for continuous process improvement

**You...**
To be successful in this role, you must have experience in the following areas:

- Ideally 12 months experience working within a client services capacity, experience within the financial services a bonus but not essential
- Track record working within a non bank lender is advantageous
- Excellent communication skills, with an ability to simplify complex concepts over the phone
- Strong problem-solving skills with exceptional attention to detail
- Cert IV in Finance and Mortgage Broking desirable

**How to apply



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