Agent level

A SNAPSHOT OF YOUR ROLE

  • Provide a first class customer service experience to our clients.

  • Work through complex loan scenarios from Lodgement right through settlement of the loan.

  • Liaise with all loan parties - broker, client, builder, conveyancer to keep them informed at all stages, through calling and/or correspondence.

  • Provide personalized, friendly and efficient service to all stakeholders including clients, lenders, referrers etc.

  • Address any outstanding items, conditions etc. to get loan formally approved and then settled.

  • Resolve basic progress/tracking issues by identifying the issue, determining the cause of the issue, and explaining the issue to the relevant party.

  • Maintain customer records by updating account information.

  • Contribute to team effort by accomplishing metrics set by the Team Leader/Operations Manager.

  • Participating in team activities such as team huddles, up-training, etc.

  • Monitor and accomplish individual targets against key criteria and set standards

  • Handling all requests with due skill and care.

  • Demonstrating strong verbal and written communication skills, including appropriate grammar and punctuation on email.

  • Promoting and demonstrating ACQUIRE’s values internally and externally.

A BIT ABOUT YOU

  • Excellent in customer service.

  • University Degree.

  • With perfect English communication, written and verbal skills.

  • Ability to work under pressure.

  • Knowledge in Excel.

  • Strong sense of accountability on agreed KPIs.

  • Willing and able to maintain an appropriate standard of professionalism.

  • Demonstrated capacity to work effectively within a team and an ability to manage the same team in the future.

  • A high level of PC competence, typing skills and accuracy.

  • Critical attention to data matching and error rates.

  • A good track record in previous job.

  • A good record of attendance and punctuality.

  • Able to solve problems and work under minimal supervision.

  • Adept in learning new workflows and tasks.

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