Client Support Officer (AU Mortgage) | WFH

· Organising meetings, training and diary management.

· Providing ongoing case management support for Service Coordinator, with requirement for engaging with clients to chase up documents and duties as required.

· Provide proactive advice to Service Coordinator regarding Care Plans and casefiles, flagging risks in advance where items are missing or incomplete.

· Auditing and updating service agreements, contracts, Fair Work information.

· Ensuring customer profiles are accurate and up to date at all times.

· Completing audits for all case files, ensuring the ~15 docs per case are completed correctly and uploaded into the Case Flow system within an agreed timeframe.

Qualifications:

· Bachelor’s degree

· Experience in the AU Mortgage industry (at least 2 years)

· Working knowledge of Microsoft Word, Excel, Outlook (nice to have)

· Experience in using Sales Trekker and ApplyOnline

· Exp communication with lenders (nice to have)

Competencies:

· Excellent written and verbal communication skills

· Time Management, must keep scheduled tasks on track and multitask regularly

· Analytic skills, must be able to analyse statistics and make rational decisions

· Effective and efficient communication with Clients and Managers

· Professional & Timely work presentation standards

· High self-standards – Lead by example

· Flexible and have a good work ethic