Gain understanding of customer queries/concerns by gathering necessary information. Research customer requests by gathering all relevant information/data, ensuring all available avenues and sources of information are investigated.
Recognise issues requiring escalation and act accordingly
Develop sound relationships with ANZ customers & ANZ staff by maintaining two-way communication
Maintain strong verbal and written communications with stakeholders to ensure complex cases are handled accurately the first time
Handling/Managing the macro/queues for Team in line with SLA (If required)
Demonstrating phone etiquette with mandatory inbound / Outbound Call experience
Process items/events with timeliness and accuracy
Work Allocation, prioritising escalations and distributing work to team members
Staff communications, staff meetings rostering and work distribution
Resolve and/or escalate complex matters to the Manager in a timely manner
Focus on continuous improvement of the process
Skills
Candidate should have minimum 2 to 3 years of experience in mortgage process (Australian mortgage process knowledge is an added advantage).
Strong problem-solving, critical thinking abilities, communication & email etiquette skills, attention to detail, and Adaptability.
Proficient in making calls and workshop with Sales group/banking managers and other key stakeholders.
Risk Assessment: Assess risk factors associated with loan documentation and verification. Ensure compliance with regulatory standards and identify areas for process improvement
Process Improvement: Identify inefficiencies in the mortgage process and recommend improvements to streamline operations, reduce costs, or improve customer satisfaction.
Job Classification
Industry: IT Services & ConsultingFunctional Area / Department: BFSI, Investments & TradingRole Category: BFSI, Investments & Trading - OtherRole: BFSI, Investments & Trading - OtherEmployement Type: Full time