Lending Support Representative

Customer Service And Sales Taguig City, National Capital Region


Description

RESPONSIBILITIES  

  • Act as first point of contact (inbound calls/emails) for all customer and broker enquiries relating our online application form, credit policy and status of new applications
  • Supporting our customers and their brokers through the loan application, approval and settlement processes via telephone and email
  • Collecting and analysing customer documents to ensure it meets Wisr’s creditpolicy
  • Calculating loan term and serviceability options with applicants and brokers
  • Liaising with credit operations and payments teams to ensure loan applications meet our turn-around-times
  • Assisting customers submit loan applications, including assisting with contract e-signatures via inbound and outbound calls
  • Build and maintain external broker and customer relationships
  • Work closely with Lending Consultant team to ensure we deliver exceptional service and hit settlement targets
  • Handle high volume of emails ensuring it is passed to the appropriate area of the business and allowing seamless processing of customers loan applications. 

MEASURES OF SUCCESS 

  • Number of daily calls taken
  • Number of daily emails handled
  • Call and email quality
  • Daily team telephone grade of service (GOS)
  • Daily team email response times and backlog
  • Settlement targets

SKILLS, QUALIFICATIONS, EXPERIENCE & BEHAVIOURS
 

  • Previous lending experience highly advantageous.
  • A proven track record of providing excellent customer service in a fast-paced environment
  • Ability to coordinate and advocate for customers with internal teams
  • Solid verbal and written communication skills with the ability to speak appropriately with people of all levels
  • A genuine interest in finding solutions for customers
  • The ability to build and maintain relationships with our valued broker networks
  • Tech savvy, inquisitive, and the ability to pick up new programmes and processes quickly
  • Experience managing both inbound and outbound telephone enquiries
  • A user-level understanding of Australian banking or lending industry highly advantageous.

HIGH-PERFORMING BEHAVIOURS
 

  • Being a stunning colleague
  • Taking responsibility
  • Being customer-obsessed
  • Leaning into learning

GROWTH
Those successful in this role usually come from similar customer-facing roles or with relevant transferable experiences, and grow from these roles further into the lending operations job families such as Lending Consultants, Verification Officers, Credit Officers, or Payments Solutions.