Seng Lee Email & Phone Number

* Manage fraud events, customer complaints and other incidents for the Commercial Broker business* Ensure incidents and customer remediation events are managed in accordance with internal and external compliance & operational requirements, policies and procedures* Perform Quality Assurance for on boarding accreditation requests, and provide ongoing support.

• Ensuring reasonable enquiries of the customers’ requirements and objectives through the Qualitative File Review (QFR).* Working in collaboration with the Retail Broker Business Development team to assist our affiliated.
• Drive behavioral changes in brokers to reduce compliance breaches, and improve responsible lending standards.
• Monitor appropriate broker conduct through trend analysis and insights from the QFRs.

* Manage new and existing customers with end to end home loan applications, from on boarding, preapproval, loan approval through to settlement.* Identify the present and future needs of customers through A-Z reviews and make recommendations for long term financial goals.* Building relationships with clients and managing their needs on an ongoing basis.