AU Mortgage Client Services Manager Apply Online CoreLogic Lender Broker Portals File Invite MyCRM ZR667JOB
AU Mortgage Client Services Manager Apply Online CoreLogic Lender Broker Portals File Invite MyCRM ZR667JOB
Posted on :
22-01-2025
Employer Active
1 Vacancy
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Jobs by Experience
4-5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
22-01-2025
Job Description
Job Overview:
The Client Services Manager plays a key role in ensuring smooth and efficient operations within the client services team. The primary responsibility is to manage customer and lender relationships support the loan application process and ensure that all relevant documentation data entry and communications are handled accurately and in a timely manner. The role also involves assisting brokers with loan processing workflows and supporting other team members in achieving customer satisfaction and operational goals.
Job Description:
- Secure and organize the necessary supporting documents directly from customers applying for finance. Ensure that all required paperwork is complete accurate and uploaded within specified timelines.
- Appropriately organize supporting documents in compliance with internal processes and lender requirements.
- Accurately enter customer and loanrelated data into the myCRM system ensuring data integrity and seamless flow of information across the team.
- Apply for loan pricing directly through lenders ensuring that clients are offered competitive and accurate pricing options.
- Order property valuations through CoreLogic and directly from lenders to facilitate the loan approval process in a timely manner.
- Assist with the loan repricing process ensuring clients receive the best possible rate and renegotiating terms when necessary.
- Accurately enter and manage Application for Loan (AOL) data in the myCRM system ensuring the timely and efficient processing of applications.
- Proactively follow up with customers via phone and email to provide updates gather additional information or answer any questions throughout the loan application process.
- Maintain effective communication with lenders via phone and email to track loan progress resolve issues and ensure timely processing.
- Regularly provide updates to customers lenders and thirdparty stakeholders on the status of loan applications pricing and other related processes.
- Schedule and manage appointments for clients to meet with brokers ensuring smooth coordination and customer satisfaction.
- Assist brokers in designing and implementing efficient loan processing workflows within myCRM to streamline operations and improve team productivity.
- Answer inbound calls qualify new leads and assist potential clients by guiding them through the initial steps of the loan application process.
Requirements
- Must have previous experience min 3 years ideally 4 years
- Must have fluent English both spoken and written to communicate effectively with clients lenders and other stakeholders.
- Excellent verbal and written communication skills with the ability to articulate complex information clearly and professionally in a remote working environment.
- Exceptional attention to detail is a must. Candidates should be meticulous and able to maintain accuracy across all aspects of the job. Perfectionists will thrive in this role.
- A strong understanding of the basic fundamentals of credit including loan qualification criteria credit scoring and lending processes is essential.
- Ability to think critically and design efficient loan processing workflows in collaboration with brokers. Must be able to implement and refine these processes as the new standard operating procedure.
- Must be a free thinker with good initiative. The ideal candidate will be able to make decisions independently keep the loan application process moving forward and resolve issues without needing constant supervision.
- Practical and reliable with a strong focus on efficiency. Ability to complete tasks accurately and on time with minimal errors or rework.
- Must have excellent time management skills and the ability to handle multiple priorities simultaneously ensuring that highpriority tasks are completed first while maintaining a strong focus on other responsibilities.
- Strong organizational skills are essential to manage documentation customer communications data entry and followups effectively. Must be able to keep track of multiple cases and deadlines with ease.
Benefits
Permanent Workfromhome setup
Companyprovided equipment
Secondary WiFi Modem
21 Leave Credits
100% conversion of UNUSED leave credits
HMO on Day 1
13th Month Pay
Grab Voucher every month
Birthday Gift
Loyalty Gift
Christmas Gift
WorkLife Balance
Active employee engagements physically such as Christmas Party & Team Building and virtual events such as townhall with prizes.
Employment Type
Full Time
Key Skills
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