Mortgage Industry Client Care Specialist
2 days ago
Client Service Champion
A highly skilled Client Services Manager is sought to deliver exceptional client care and drive business growth through relationship-focused service delivery.
Key Responsibilities:
- Annual Client Reviews: Conduct comprehensive loan reviews, identify opportunities for rate discounts, and ensure setup aligns with client needs.
- Fixed/Interest-Only Expiry Check-Ins: Proactively engage with clients 90 days prior to loan terms expiring to guide next steps and prevent potential issues.
- Post-Settlement Support: Provide expert assistance with construction loan progress payments, offset arrangements, and day-to-day queries.
Requirements:
- Proven experience in mortgage broking or financial services is highly desirable.
- Excellent client service and relationship management skills are essential for success in this role.
About the Opportunity
A leading Mortgage Brokerage seeks a dedicated professional to join their team and contribute to driving business excellence.
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