Client Service Officer - Home Lending Support

This large financial lending services organisation with offices in the CBD pride themselves on helping others and have a strong values-based workplace culture with a vision and mission that results in a very positive and rewarding working environment.

We are seeking two temporary candidates with experience in contact centre in a financial services environment as this role is a frontline role, phone based that will be fielding a great deal of customer enquiries and dealing with enquiries from mortgage broker partners.  

THE ROLE...
This position is responsible for providing customers with relevant, accurate and up to date information to answer new home loan enquires and will determine if they are ready to apply and be referred to the Home Loan Specialists.    
  
In addition, this role will perform a number of administrative tasks to support the daily operational needs.   

The successful applicant will be provided with some comprehensive on the job training and the roles may be temporary with view to permanency.

DAY TO DAY...

We are looking for applicants who have a genuine desire to help clients through this early stage of qualifying for a home loan who can demonstrate that they have an empathetic, goal orientated and consultative approach.

• Attend to incoming calls and provide accurate information to clients
• Gather relevant info on client’s data
• Provide phone-based support on enquiries for the brokers
• Provide friendly, helpful and professional support in a consultative manner
• Assist with various application processes and record keeping 
• Record management and administration for the client file
• Perform loan processing administrative functions

WHO WE ARE LOOKING FOR…

Ideally, we are looking for applicants with experience in customer service roles in a banking, lending, brokerage or financial services industry however if you have a financial acumen with customer service skills you are still encouraged to apply.

Above all we are looking for passionate and compassionate individuals who have good values, a strong work ethic and love to work with a company who truly cares.

• Experience in contact centre roles or face to face 
• Lending experience advantageous
• Strong customer service values
• Administration skills or experience
• Data entry and record keeping skills
• Strong computer skills and problem solving 
• Team orientated and loves collaboration
• Intermediate level Microsoft Office suite skills Word, Excel & Outlook
• Police clearance or willingness to apply for one 

You will demonstrate strong communication skills, high levels of attention to detail, good computer aptitude, team orientated and high focus on customer service.

WHAT WE OFFER…
Truly, this is a role that you will embrace and enjoy day to day.  All that we ask in return is that your driven, dynamic, flexible and passionate about helping people.

• Attractive hourly rate 
• Permanent possibility 
• Training and development pathways
• On the job training
• Fun and engaging work culture
• Equal opportunity that promotes diversity

Above all we are seeking candidates who are positive and productive team members who demonstrate high levels of integrity, kindness and resilience.

PeopleWise put people first and believe in finding talent that matches the culture and values of an organisation and equally support people with career development to ensure they find long term suitable roles for their futures. 

PeopleWise partner with organisations offering bespoke programs that support ATTRACTION, RETENTION and ENGAGEMENT in today's complex talent market and workplace. 

If you want to know more about what we have to offer please reach out to us today or simply click APPLY.

*Please note you will have to obtain or hold a National police clearance within the last 12 months.