Home Loan Customer Engagement Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeSpecialist Full time
Customer Engagement Specialist

About The Role:

We're seeking a skilled Customer Engagement Specialist to join our team. As the first point of contact for customers who have expressed interest in home loans, you'll be responsible for guiding them through the next steps of the lending process.

Key Responsibilities:

  • Build strong rapport with customers through effective communication and consultative conversations to identify suitable lending options.
  • Guide customers through the home loan application process, answering questions and addressing objections to improve completion rates.
  • Provide exceptional customer service while adhering to internal call quality standards and external compliance regulations.
  • Record all customer interactions accurately in Salesforce CRM, ensuring data integrity and clear documentation for ongoing processing.
  • Utilise internal systems and tools, including Salesforce, Genesys, and home loan platforms, to manage leads and complete key steps in the loan journey.

Requirements:

To succeed in this role, you'll need:

  • 1+ year of experience in a call centre, outbound sales, or customer service; experience in home lending or financial services is highly regarded.
  • Strong communication and active listening skills, with the ability to build trust and explain complex information clearly.
  • Problem-solving skills, with the ability to identify customer needs, handle objections, and offer tailored lending solutions.
  • Tech-savvy and detail-oriented, with experience using CRMs like Salesforce and navigating multiple systems.
  • Motivated by results, able to thrive in a fast-paced, KPI-driven environment.
  • Positive attitude, team mindset, and strong work ethic, with a genuine passion for delivering great customer outcomes.

What We Offer:

  • A dynamic and collaborative work environment with opportunities for growth and development.
  • Competitive base salary plus incentives.
  • Extensive training and ongoing development opportunities.
  • Employee discounts on a range of insurances and providers.

How To Apply:

If you're passionate about delivering exceptional customer experiences and driving business results, we'd love to hear from you. Apply now to take the next step in your career journey

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