• Communicate with customers and following up on their financial interests.• Collecting and assessing client information.• Analyse client’s financial situations to determine the most suitable products for their needs.• Lodging application for settlements• Develop strong relationships with clients and referral partners.• Collaborate with internal teams to ensure smooth and efficient processes.• Cross selling the finance product insurance (Allianz, AWN warranty and LFI… Show more • Communicate with customers and following up on their financial interests.• Collecting and assessing client information.• Analyse client’s financial situations to determine the most suitable products for their needs.• Lodging application for settlements• Develop strong relationships with clients and referral partners.• Collaborate with internal teams to ensure smooth and efficient processes.• Cross selling the finance product insurance (Allianz, AWN warranty and LFI Insurance).• Marketing about the company and financial services and help Company to build referral partners. Show less

• As an Inbound Customer Service Consultant in our Mortgage Operations team, I am work in partnership with the Bank and the Brokers to deliver an exceptional home loan experience for the customers ,brokers ,solicitors and Conveyancer.• I am proactively involved in following up home loan applications from lodgement through to settlement and act as an intermediary between Business Development Manager’s, Brokers and Internal Credit teams.• I need to manage client relationships and ensure… Show more • As an Inbound Customer Service Consultant in our Mortgage Operations team, I am work in partnership with the Bank and the Brokers to deliver an exceptional home loan experience for the customers ,brokers ,solicitors and Conveyancer.• I am proactively involved in following up home loan applications from lodgement through to settlement and act as an intermediary between Business Development Manager’s, Brokers and Internal Credit teams.• I need to manage client relationships and ensure the brokers are kept up to date with the progress of their loan.• I need to follow up internal departments and teams on outstanding information and supporting documents required.• I have to check on applications from submission to approval and complete file management and follow ups from lodgement to settlements.• I need to provide SLA to Brokers.• I need to give guidance and clarification on MIR’s on their loan application.• Keen attention to detail to ensure compliance with banking standards. Show less

• Analyzing home loan information tailoring service to applicant needs.• Liaising with clients providing updates and assistance.• Working alongside Broker assisting with valuations and pricing check.• Follow up banks and Lending institutions on loan status.• Assisting with basic office Management functions.• Other duties as required by the business.• Data entry into the system.