Central Support Representative

Customer Service And Sales Taguig City, National Capital Region


Description

  • Co-ordinate with other stakeholders as required (solicitors, conveyancers, real estate agents, other lenders etc.)
  • Prepare documents for client
  • Structure central file storage (google drive) in required manner for compliance (ensure all documents stored in correct folder and file name standards)
  • Loading Fact Finds in to system
  • Completing loan applications via ApplyOnline

Client Reviews

  • Preparation of reviews – dealing with lender to determine pricing, preparing RP Data reports, compiling email to go to client or Smartline Adviser
  • Update Smartline system to record outcome of review
  • Raise directly with Smartline Adviser any immediate issues or prompts to call client
  • Update client contact details
  • Follow call scripting to engage with client, check satisfaction levels, identify any further needs or issues (if required)


Required Skills and Qualifications

  • Communication – very strong English language skills (written & verbal)
  • Customer service experience and focus
  • Experience in Australian mortgage processes and credit
  • Completed at least two (2) years in college
  • Must be wiling to work Australian hours
  • Must be willing to work at Bonifacio Global City
  • Previous broker support experience
  • At least 1 year of broker support experience
  • Australian background is required