AI Job Summary

Experience processing home-loan redraw requests with zero missed requests and faster processing speeds.
Experience responding to client enquiries and managing tickets related to settled home loans.
Confidence with technology.

Role Type

Anywhere • Permanent • Full-time • Entry Level

Pay Rate

$65,000 AUD – $75,000 AUD (Annum)

Description

Position Description – Client Care Officer

Your purpose within our business

To complete all customer service tasks related to our clients once their home loan has settled, predominantly related to the processing of the clients’ redraw requests. This is one of the most essential roles in our business.

Your responsibilities

Check the redraws Gmail inbox throughout the day
Complete redraw requests
Respond to clients’ enquiries
Build relationships with clients
Update cashflow forecasting spreadsheets when required
Alert the Money Coach to client issues or concerns
Complete tasks
Manage tickets
Send Public Holiday Email and SMS
Construction Payments
General administrative work as and when needed

Your day

Triage the email inbox
Complete Advantedge redraws
Complete Origin and Well Nigh redraws
Work through the redraws task list in Hubspot
Respond to non-redraw emails
Check tickets

KPIs

ZERO missed redraw requests
Progressively improve redraw processing speeds

Essential skills required for this role

Very high attention to detail
Ability to work quickly
Confidence with technology
Positive attitude
Excellent communication skills

Client Care Officer – Remote