Position Description - Client Care Officer
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.
- 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
- Complete Advantedge redraws
- Complete Origin and Well Nigh redraws
- Work through the redraws task list in Hubspot
- Respond to non-redraw emails
- ZERO missed redraw requests
- Progressively improve redraw processing speeds
- Very high attention to detail
- Ability to work quickly
- Confidence with technology
- Positive attitude
- Excellent communication skills
Please visit our company website for more information
