Client Retention Officer

3 days ago

Fortitude Valley, Australia Get Real Finance Full time

**About the Company**:
Get Real Finance is a boutique mortgage broking firm located in the heart of Fortitude Valley. At Get Real Finance, we strive for excellence in all that we do and look forward to helping clients reach their finance goals. We believe that loan products should be easy to understand, easy to access and allow you peace of mind.

Get Real Finance is looking for a highly motivated Client Retention Officer who will provide high level administrative support to our marketing and brokerage teams. The successful applicant will deliver exceptional customer service from the first point of contact, to appointments, as well as undertaking administrative tasks that support the ongoing servicing of our clients’ financial goals.

**Key Role Description**

To provide administrative support to the broking and marketing teams, and to provide customer service-oriented support and general administration.

**Tasks & Responsibilities**
- Interacting with clients with professionalism and warmth
- Effective management of client appointment scheduling
- Welcoming clients with a smile and a cuppa
- Ensuring Client meeting rooms are well presented
- Data Entry for Brokers and maintaining accurate data in CRM database
- Supporting the Marketing & Communications Officer with the lead generation and distribution process
- Client Loan Maintenance Tasks such as pricing requests
- Completing Valuation and repricing requests
- Generate and send property reports to clients as required
- Managing client review tasks and schedules
- Organising catering or supporting events as required
- Other General Office Duties: Scanning and filing, reception calls, catering, general office tidy and maintenance.

**The Successful Applicant will**
- **Attention to detail**: have excellent attention to detail and written skills when communicating with others, both internally and externally. Accuracy in data entry.
- **Time management/organisation**: be able to work within set timeframes, and methodically with high volumes, to multi-task and prioritise tasks.
- **Customer service focused**: committed to providing exceptional customer service across all channels - written, phone and face to face.
- **Communication**: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
- **Teamwork**: willingness to assist and support others as required and get on with team members.
- **Professionalism**: professional outlook and positive approach to change

**Experience, Skills and Requirements**
- Previous experience in a similar role will be highly regarded but not essential
- Experience in Mercury CRM Database will be advantageous but not essential
- Intermediate computer skills
- Driver's License
- National Police history and Credit history screening

**Benefits and Perks**
- Opportunity for growth within the business
- Work with an MPA Top 50 Broker
- Award winning office, including Finance Employer of the Year Finalist
- Above award salary
- A management team who actually care about your professional and personal development.

This position is a **full-time **role during office hours **Monday to Friday**.

Please submit both a CV and Cover Letter addressed to the Office Manager. If you have any questions please contact Sunny on 07 3852 5755.

**Salary**: $40,000.00 - $45,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Fortitude Valley, QLD 4006: Reliably commute or planning to relocate before starting work (preferred)

Work Authorisation:

- Australia (required)

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