Customer Service Specialist

2 weeks ago

Parramatta, Australia Clarrow Full time

Be a part of one of Australia's leading financial services businesses
- Up to $100,000 plus Superannuation
- Parramatta location

**The Company**

Our client is a nationally renowned financial services business that provides personalised finance solutions incorporating Lending & General Insurance solutions.

**The Role**

Due to an internal promotion, our client is on the hunt for a Customer Service Specialist to support the day-to-day management of their existing lending customers by providing exceptional support as they build their portfolio

**Responsibilities**
- Develop, build, and maintain strong relationships with clients and lenders by providing outstanding customer service.
- Facilitate post settlement transactions such as loan modifications, discharges, and progress payments.
- Maintain accurate and complete customer records.
- Educate clients on products and solutions available to meet their financial needs.
- Facilitate client onboarding through account set up or linkage.

**About you**
- 3-5 years customer service experience within lending (third party, broker, or retail banking environments required)
- Experience in using CRM platforms (i.e., Dynamics 365) and ideally aggregator platforms used by mortgage brokers

** This role requires full work rights

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