Broker Customer Service Officer

$50,000 - $60,000 yearly
  • JK Finance
  • Narre Warren VIC, Australia
  • Nov 24, 2018
Full time Administration

Job Description

Broker Customer Service Officer Job Responsibilities:

Provide friendly, confident and informative loan status updates, product and service information; resolving credit and settlement escalation issues.

Customer Service Officer Job Duties:

  • Call clients to provide an update on application status
  • Assist client liaising with bank on their behalf to source updates and information as required in a timely manner.
  • Maintains customer records by updating account information.
  • Call existing clients to follow up and make sure they are receiving all the care and assistance they need.
  • Act as a liaison between the loan processing team and our clients, explaining any additional bank requirements that may arise during the application process.
  • Escalate files with stakeholders to ensure urgent files are looked at quickly and settled on time.
  • Ensure all files are tracking within Service Level Agreements

Customer Service Officer Skills and Qualifications:

A desire to genuinely make people happy

Basic knowledge of accounts and loan types,

Strong Communication Skills,

Problem Solving,

Lateral Thinking,


Phone Skills,

Resolving Conflict,

Analyzing Information



Minimum 2 years experience in a banking / broking customer service or loan affiliated role

Please ensure you have an update to date resume and 2-3 references!