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Customer/Client Concierge (AU Mortgage experienced)

11 hours, 50 minutes ago
Philippines
Full-time
Mid Level
Customer Success
Customer and Technical Support
Apply Now
D2B

D2B

D2B specializes in connecting Australian businesses with top offshore talent, facilitating the hiring process to help companies scale efficiently and effectively.

Professional Services
View All Jobs 31

Description

  • Contact inbound referrals and qualify them at a high level before booking meetings for brokers.
  • Serve as the first point of contact for clients and set clear expectations about the process.
  • Guide clients through document requirements and collect, organise, and validate documents over a 5–7 day period.
  • Enter, maintain, and update accurate client information in the CRM.
  • Track file progress closely and follow up consistently to prevent applications from stalling.
  • Prepare complete and accurate files for submission to the credit analyst team.
  • Manage handover to credit analysts and support them with follow-ups and outstanding items.
  • Notify clients of approvals and guide them through the next steps after approval.
  • Assist with final document collection and support clients through to settlement.

Requirements

  • 3–5 years of experience in AU mortgage broking or loan processing.
  • Strong understanding of standard mortgage document requirements.
  • Experience using Mercury CRM is essential.
  • Excellent verbal and written communication skills.
  • High attention to detail and strong organisation skills.
  • Ability to manage multiple files and follow up consistently.
  • Proficiency with Microsoft Office, Teams, and SharePoint.
  • Customer service mindset with patience and persistence when working with clients.
  • Process-driven, detail-focused, and able to take ownership of tasks through to completion.
  • Certificate IV in Finance and Mortgage Broking is preferred.
  • Experience in a broker support or client service role is preferred.

Interested in this position?

Apply directly on the company website

Apply Now

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