Client Service Associate
2 days ago
At ConnectOS, we value diversity, inclusion, and teamwork. We believe in creating a workplace where everyone feels welcome and supported, regardless of their background or perspective.
In this role, you will have the opportunity to contribute to our culture by providing exceptional customer service, collaborating with colleagues, and supporting the growth and development of our team members.
Some of your key responsibilities will include:
- Data Entry: Assist with accurately entering client details into our aggregation software (Infynity) and completing required forms.
- Document Management: Help prepare and organise lenders' document checklists for brokers, ensuring client documents are correctly labelled and organised.
- Lender Communication: Follow up with lenders regarding application statuses and timelines, keeping brokers informed of updates and outstanding requirements.
- Client Service Support: Complete discharge forms for clients and provide necessary assistance.
- Settlement Coordination: Assist with managing settlement bookings and ensuring smooth communication.
- Compliance Support: Learn to complete compliance tasks using internal tools (e.g., Infynity).
- Task Tracking: Keep application statuses updated in our task management system (Pipedrive) and communicate effectively with the team.
- Post-Settlement Assistance: Send confirmation letters and provide clients with payment details after settlement.
Requirements
To succeed in this role, you will require:
- Strong communication skills.
- Attention to detail.
- Team player and positive attitude at work.
Benefits
As a valued member of our team, you will enjoy:
- A competitive salary package and annual appraisal.
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion).
- Medical, Dental Coverage and Life insurance from day 1 of employment.
- Financial Assistance Program.
- Mandatory Government Benefits and 13th Month Pay.
- Regular Company Events, Work Life Balance, and Career growth opportunities.
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