
Financial Operations Coordinator
1 week ago
This role is focused on supporting the operational efficiency of our office, encompassing daily tasks such as opening/closing procedures, phone management, and scheduling appointments.
- Coordinate post-settlement activities including the preparation and distribution of anniversary letters, product switch management, and loan maintenance forms handling.
- Maintain accurate records by ensuring all customer data is regularly updated in Outlook and Broker Engine.
A key aspect of this position is providing a supportive environment for team members to collaborate effectively. This requires a strong ability to work collaboratively to achieve shared goals and contribute positively to customers' journeys towards homeownership.
Key Qualifications- A genuine interest in and willingness to learn about the finance and mortgage broking industry.
- Previous experience in customer service or administration roles is highly valued.
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