This is a remote position.
- Organising meetings, training and diary management.
- Providing ongoing case management support for Service Coordinator, with requirement for engaging with clients to chase up documents and duties as required.
- Provide proactive advice to Service Coordinator regarding Care Plans and casefiles, flagging risks in advance where items are missing or incomplete.
- Auditing and updating service agreements, contracts, Fair Work information.
- Ensuring customer profiles are accurate and up to date at all times.
- Completing audits for all case files, ensuring the ~15 docs per case are completed correctly and uploaded into the Case Flow system within an agreed timeframe.
Requirements
Qualifications:
· Bachelor’s degree
- Experience in the AU Mortgage industry (at least 2 years)
- Working knowledge of Microsoft Word, Excel, Outlook (nice to have)
- Experience in using Sales Trekker and ApplyOnline
- Exp communication with lenders (nice to have)
Competencies:
- Excellent written and verbal communication skills
- Time Management, must keep scheduled tasks on track and multitask regularly
- Analytic skills, must be able to analyse statistics and make rational decisions
- Effective and efficient communication with Clients and Managers
- Professional & Timely work presentation standards
· High self-standards – Lead by example
· Flexible and have a good work ethic
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