Client Liaison
23 hours ago
A detail-oriented and proactive professional is required to work in a finance team.
This role involves communicating with clients throughout the loan process, ensuring smooth interaction between brokers, lenders, and clients.
Key Responsibilities- Communicate with clients to gather required documents and information for loan applications.
- Review and verify financial documents to ensure accuracy and compliance with lender requirements.
- Prepare and submit loan applications through the appropriate lender systems.
- Track progress of applications and provide clients with timely updates.
- Interact with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
- Maintain organised digital records of all loan files and supporting documents.
- Support colleagues with administrative tasks, including preparation of compliance documents and client communications.
- Handle client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
- Identify and escalate potential issues or delays proactively.
- Contribute to process improvements to enhance efficiency and client satisfaction.
- Assist with outbound calling when required, including contacting existing loan book to check in with clients and reconnecting with clients who haven't been in touch recently.
- Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration.
- Strong understanding of loan application processes, compliance requirements, and lender documentation.
- Excellent communication skills—both written and verbal—with the ability to explain processes clearly to clients.
- High attention to detail and accuracy in handling financial documents.
- Proficiency with loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).
- Strong organisational and time management skills, with the ability to handle multiple applications simultaneously.
- Proactive, resourceful, and comfortable working independently.
- Client-first mindset with a professional and approachable manner.
- Ability to build strong relationships with clients and internal stakeholders.
- Excellent analytical and problem-solving skills.
- Capacity to multitask and prioritise competing deadlines.
If you are a driven individual with excellent communication skills and a passion for delivering exceptional results, we encourage you to apply for this exciting opportunity.
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