Verified Job
Accounting - Finance
Client Service Officer- Commercial and Residential Lending
Accounting - Finance
#762546
Remote / WFH
Thinktank
Job Description
Thinktank is one of Australia’s largest and fastest growing Residential and Commercial Property Non-bank Lender with a multi-office presence across Australia.
As an innovative, knowledgeable and established financial services provider with a reputation for professionalism and integrity, Thinktank focuses on building quality internal and external stakeholder relationships in support of our wide range of borrowers and investors.
Role Overview
As a Client Service Officer (CSO) you will be the first point of contact for Thinktank customers, assisting with their general enquiries. You will ensure our customers feel valued and supported by engaging with them, assessing their needs and providing superior customer service. It is important that all customer enquiries (post settlement) are actioned accurately, professionally and within service level agreements (SLA) driving customer focused outcomes.
It is highly critical to this role that individuals have strong communication skills and able to handle a large volume of inbound and outbound interactions (voice and chat). This is essential to success in the role.
Key Accountabilities
Respond to customer enquiries via phone, email, chat or case management within SLA.
Ensure that customers are identified correctly in line with the Thinktank requirements.
Enter wrap up codes correctly and ensure activity status is updated regularly.
Ensure calls are handled professionally and within a timely manner.
Encourage and educate customers to use the online portal to self-service.
Enter customer notes into the system post each call.
Maintain accurate records of customer accounts including data entry into the core banking system as required.
Strive to reduce the SLA where possible to drive customer focused outcomes.
Take customer complaints and following the Thinktank complaints handling procedure.
About you
An understanding of mortgage lending,residential and/or commercial
Residential or commercial lending client service/contact centre experience
Standard and capable systems knowledge (core banking, email, excel and outlook)
Excellent communication skills both written and verbal
Some understanding of Financial Services legislation as it relates to residential and commercial lending
Well-developed communication skills which will be demonstrated by an ability to provide a high level of service to internal stakeholders.
Ability to keep calm under pressure and be customer centric
Make a positive contribution to the company culture and work environment
Why Thinktank?
We are a little bit different at Thinktank. No bureaucratic processes, politics or egos. Fairness and transparency are our most important values, it’s how we do business and how we look after our team. You will be valued and trusted. You will work with welcoming and knowledgeable colleagues who will help you succeed.
We work a hybrid model of working from home and the office which encourages and supports great work life balance. We offer meaningful employee benefits such as Flex leave in addition to annual leave, a work well allowance and more..
If you are interested in having a confidential conversation, please apply now for an immediate review of your resume or contact Heena Geronimo, People & Culture Senior Manager on [email protected]
Company Overview
Please visit our company website for more information
As an innovative, knowledgeable and established financial services provider with a reputation for professionalism and integrity, Thinktank focuses on building quality internal and external stakeholder relationships in support of our wide range of borrowers and investors.
Role Overview
As a Client Service Officer (CSO) you will be the first point of contact for Thinktank customers, assisting with their general enquiries. You will ensure our customers feel valued and supported by engaging with them, assessing their needs and providing superior customer service. It is important that all customer enquiries (post settlement) are actioned accurately, professionally and within service level agreements (SLA) driving customer focused outcomes.
It is highly critical to this role that individuals have strong communication skills and able to handle a large volume of inbound and outbound interactions (voice and chat). This is essential to success in the role.
Key Accountabilities
Respond to customer enquiries via phone, email, chat or case management within SLA.
Ensure that customers are identified correctly in line with the Thinktank requirements.
Enter wrap up codes correctly and ensure activity status is updated regularly.
Ensure calls are handled professionally and within a timely manner.
Encourage and educate customers to use the online portal to self-service.
Enter customer notes into the system post each call.
Maintain accurate records of customer accounts including data entry into the core banking system as required.
Strive to reduce the SLA where possible to drive customer focused outcomes.
Take customer complaints and following the Thinktank complaints handling procedure.
About you
An understanding of mortgage lending,residential and/or commercial
Residential or commercial lending client service/contact centre experience
Standard and capable systems knowledge (core banking, email, excel and outlook)
Excellent communication skills both written and verbal
Some understanding of Financial Services legislation as it relates to residential and commercial lending
Well-developed communication skills which will be demonstrated by an ability to provide a high level of service to internal stakeholders.
Ability to keep calm under pressure and be customer centric
Make a positive contribution to the company culture and work environment
Why Thinktank?
We are a little bit different at Thinktank. No bureaucratic processes, politics or egos. Fairness and transparency are our most important values, it’s how we do business and how we look after our team. You will be valued and trusted. You will work with welcoming and knowledgeable colleagues who will help you succeed.
We work a hybrid model of working from home and the office which encourages and supports great work life balance. We offer meaningful employee benefits such as Flex leave in addition to annual leave, a work well allowance and more..
If you are interested in having a confidential conversation, please apply now for an immediate review of your resume or contact Heena Geronimo, People & Culture Senior Manager on [email protected]
Company Overview
Please visit our company website for more information
