Senior Client Service Officer | AU Mortgage Loan | WFH

1 week ago

Imus, Philippines XIN SERVICES CORP Full time

POSITION DESCRIPTION Job Title: Senior Client Service Officer | AU Mortgage Loan | WFH Job Type: Full-time Location: Home-Based What We Are Looking For 2–4 years’ experience in client handling within the Australian mortgage industry Proficiency in Core Banking Systems and major Australian lender broker portals Experience using in-house CRM platforms for client data and workflow management Working knowledge of Google Workspace, Microsoft Office, and Adobe Sign Familiarity with Microsoft Teams, Zoom, and Google Meet Strong understanding of mortgage structures (P&I, interest‑only, redraw, offset, settlement processes) Ability to interpret contracts, bank policies, and financial documents Demonstrated experience handling escalations and complex client scenarios. Previous exposure to team leadership, mentoring, or supervisory responsibilities. Key Responsibilities Conduct rate reviews and liaise with lenders to secure competitive rates for clients Prepare and process client variation requests (e.g., loan purpose changes, loan restructuring) Maintain proactive communication with clients, ensuring transparency at all stages Support brokers with pricing, lender escalation, application tracking, valuations, and documentation Manage construction drawdown requests, ensuring timely fund releases Maintain accurate, up‑to‑date records in XIN’s system, including interest rate updates, promotions, and rebate details Prepare and circulate weekly pricing and promotion summaries to staff Ensure tasks meet agreed service level standards and comply with internal procedures Suggest process improvements and contribute to training materials, manuals, and departmental documentation Assist in onboarding and mentoring new staff when experienced in the role Skills and Attributes Strong client service orientation with excellent communication skills High attention to detail and organizational skills Ability to work independently while supporting team objectives #J-18808-Ljbffr

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