Central Support Representative
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