Customer/Client Service Officer

Krista Partners is a leading recruitment & offshore BPO agency for the Broker & Financial Services sector in the Australian market. We are partnered with leading and award winning Lending and Brokering Firms who arguably have the best culture and employee incentives in the Australian market.

Position Overview:
We are looking for a skilled Customer Service Representative with a minimum of 2 years of experience in the field, preferably with a background in car loans or asset finance. The Customer Service Representative will be responsible for managing client inquiries, appointment setting, client service management, follow-ups, and overall client satisfaction. This role offers an exciting opportunity to work in a fast-paced environment and make a meaningful impact on our clients’ financial journeys.

Responsibilities:

-Serve as the primary point of contact for client inquiries and provide timely and accurate responses to their questions and concerns.
-Schedule appointments with clients for loan consultations and follow-up meetings, ensuring alignment with their financial needs and objectives.
-Manage client relationships throughout the loan application process, providing personalized support and guidance to ensure a seamless experience.
-Conduct regular follow-ups with clients to provide updates on their loan applications, address any issues or concerns, and gather necessary documentation.
-Coordinate with internal teams, including sales, underwriting, and operations, to facilitate smooth and efficient loan processing and approval.
-Maintain accurate records of client interactions, appointments, and loan applications in CRM software, ensuring data integrity and compliance with regulatory requirements.
-Actively monitor client satisfaction and feedback, identifying opportunities for improvement and implementing strategies to enhance the overall client experience.

Requirements:

-Minimum of 2 years of experience in customer service, preferably in the car loans or asset finance industry.
-Strong understanding of loan application processes, documentation requirements, and regulatory compliance standards.
-Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
-Proven ability to set appointments, manage client relationships, and follow up effectively to ensure client satisfaction.
-Detail-oriented with strong organizational and time management skills, capable of managing multiple tasks and priorities simultaneously.
-Proficiency in CRM software and Microsoft Office Suite (Word, Excel, Outlook).
A bachelor’s degree in Business, Finance, or a related field is preferred.

We encourage you to apply! Please submit a link to your CV and portfolio. We look forward to hearing from you!