Operations and Client Support Lead
2 days ago
We are seeking an experienced Client Service Manager to join our team as a Client Experience Specialist. In this role, you will be responsible for managing client relationships, coordinating loan applications, and providing exceptional customer service.
About the Role:
- Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
- Coordinate the loan application process, including document collection and lender communications.
- Provide regular updates to clients, ensuring a smooth and efficient mortgage experience.
- Support brokers with administrative tasks, enabling them to focus on business growth.
Requirements:
- Minimum 2 years of experience in a client-facing role within the finance or mortgage industry.
- Excellent communication and interpersonal skills.
- Able to work autonomously with minimal supervision.
- Strong organizational skills and attention to detail.
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