(V726) - Client Services Coordinator

(V726) - Client Services Coordinator

21 Nov

21 Nov



About the Company

Celebrating over a decade of success and continued high growth, we are a boutique financial services company offering a range of mortgage broking and financial planning services to everyday Australians. Let’s be honest, making big financial decisions can be scary, but it doesn’t have to be, we are here to help!

With 35+ staff located across four offices nationally, our experienced team undertake detailed research to recommend the best financial solutions to meet the needs and goals of our customers.

Continuing our growth and success, we are looking for someone eager to take their next step in a professional career who can provide an exceptional experience for our clients.

Why You Want to Work Here

This role is a great incubator for success. Perhaps you are just starting out or have been working in the mortgage industry with a few years under your belt and now want to work for a dynamic business that truly treats its employees like a member of the family. We have a business model built to suit your experience level and we love adding new high performing superstars to our talented group of individuals.

With long term career strategies and excellent retention opportunities this role really will be what you make of it. Better yet, you get to do all this amongst a team of likeminded, enthusiastic, and passionate people who are ready to support you in your new career, wherever it may lead.

Flexible fulltime working opportunities make working at Inovayt a breath of fresh air. Our modern office facilities are conveniently located near Flag Staff gardens station, the Queen Victoria Markets and are surrounded by lush inner-city parks and gardens. As people, we take what we do seriously, but we don’t take ourselves too seriously.

About You

Maybe you have just left university and are looking for that foot in the door, you have been working as a client service manager/broker assistant/loan processor and want that next level up or you are wanting to return to the work force. Coordinating and executing is in your DNA and now you want to join a team of like-minded and energetic people. Life experience is just as relevant as industry experience, and you are hungry to learn and become a high performing super star.

Whether it be in your work, studies, or hobbies, you have always had a sense of urgency that sees you push to get an outstanding result, even when there might be obstacles in your way. You have a natural ability to organise yourself and work well with others to achieve a common goal.

Finally, your clear communication skills mean you are easy to understand over the phone or email and with your hawk-eye for detail you pick up any inconsistencies in information easily. A client is always at the centre of your thinking.

About the Role

The role is focused around coordinating and delivering an outstanding experience for our clients engaging the services of our award-winning mortgage brokers.

As the key intermediary between our brokers, lenders, and the clients themselves, you will be responsible for ensuring an exceptional stakeholder experience whilst providing administrative output of a high calibre.

Reporting to the Operations Team Leader you will be joining an expanding team, where you will be:

- Coordinating the end-to-end mortgage process for a client from loan submission to settlement (centralised point of contact)

- Actively working with all key stakeholders to achieve the finance and settlement deadlines

- Orchestrating missing information requests and addressing application discrepancies to obtain loan approval for your customer

- Delivering an exceptional client experience through providing regular outbound communication ensuring your clients are up to date with the status of their loan

Selection Criteria

We think our next employee could come from almost anywhere, but industry experience will take you far! What is most important is that you can tick the list below:

- You have proven customer service skills

- Stakeholder coordination experience

- Excellent written and verbal communication skills

- Outstanding attention to detail

- Financial services experience would be highly regarded but not essential (we’ll teach you the ropes).

What Comes Next?

If this opportunity sounds like the right fit, then we would love to hear from you. Please submit your application by providing your resume and cover letter detailing why you are the right person for Inovayt and how you meet our selection criteria for the role.

Respectfully, only successful candidates will be notified.

The original job offer can be found in Kit Job:

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