Client Service Support

vor 1 Monat


Gold Coast, Österreich Loan Market Vollzeit

At Loan Market Neo, we pride ourselves on creating a collaborative, goal-driven environment with a strong focus on positivity and teamwork. We celebrate employee success, value personal and professional growth, and believe in investing in each team member's career development. Our commitment to quality is founded on the strong work ethic and meaningful relationships we build within our team.Join Our Team at Loan Market NeoThis is a full-time, permanent position based in our Bundall office, where you'll work alongside an experienced mortgage brokerage team. You'll play a key role in delivering outstanding customer service, following up on client inquiries, and providing support to our brokers and lending specialists. This role requires attention to detail, strong time management skills, and the ability to prioritise tasks in a dynamic environment.Primary ResponsibilitiesLiaise with clients, lenders, and referral partners, including real estate agents and accountants.Perform data entry and manage CRM systems, using various software and applications.Guide clients through the loan application process, collecting and processing necessary documents.Process applications from broker handover to loan approval and post-settlement follow-up.Understand lender policies and the specifics of the products recommended for clients.Support brokers with administrative tasks such as discharges, pricing, policy, and servicing.What We're Looking ForExperience in banking or finance.Exceptional attention to detail and organisational skills.Ability to thrive in a fast-paced, dynamic environment.Strong client focus with a positive, proactive attitude.Excellent communication skills and dedication to managing client expectations.Data-driven mindset with the ability to collect and analyse client information.Tech-savvy, with proficiency in platforms like Apply Online and MyCRM.Nice to HaveExperience in a similar broker support role.Cert IV or Diploma in Finance and Mortgage Broking (preferred but not required).What We OfferAccess to industry-leading tech tools designed to increase efficiency and productivity.Opportunities to attend industry events and build a professional network.Career growth and development opportunities, including pathways to Cert IV, Diplomas, or role progression.Take the next step in your career with Loan Market Neo, where your success and development are our priorities
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