Customer Service Manager - Broker Support

• Assist mortgage broker to research and develop loan strategies for all loan types (home, investment, personal, equipment, business, commercial)
• Assist in the management of loan applications from start to settlement
• Assist mortgage broker with diary management and booking clients in for meetings as required
• Working closely with the broker and clients to collate and verify documents, following up on any missing information.
• Follow up with lenders to track application progress
• Maintain client files and ensure compliance with all regulatory requirements
• Provide outstanding customer service via phone, and email
• Liaise with various internal divisions and external referrers to provide Broker Support for their clients. 

• Values-driven – Honest, reliable and genuinely cares about people
• Process-orientated – Highly organised with commitment to quality and pride in your work. You should be able to manage tasks from start to finish, ensuring nothing is overlooked 
• Team-player - Ability to collaborate effectively and share your knowledge and experience with others

Key Skills:

• Great communicator - Exceptional written and verbal communication skills with a natural ability to connect with people and build client connections with ease
• Tech-savvy – Proficient with Microsoft Office and digital tools to manage workflow
• Self-motivated – Takes initiative, is eager to learn and demonstrates proactive problem-solving skills

• 5th week of annual leave for all team members.
• Mentoring, training and support through our vast senior team. 
• Competitive remuneration based on experience. 
• Supportive team environment from our wide range of professionals in many different areas of expertise – great learning opportunities.
• Support for further study.
• Free counselling service.  
• Free team rewards program. 
• Delivery of dynamic & forward-thinking client service.
• Opportunities exist to move around within our nationwide office network.