Settlements Officer

  • Rate Money
  • North Sydney NSW, Australia
  • 08 Oct, 2021
Full time Administration

Job Description

Rate Money is a market-leading team of experienced mortgage professionals. The organisation is focused on supporting self-employed clients with their financing needs by offering bespoke solution-driven loans.

We distribute via trusted Branch Principals to enable them to promote our lending options to their customers.

We are looking to recruit a Settlements Officer to support our growing network.

Responsibilities include:

  • Servicing our customer inbound enquiries via phone and email.
  • Liaising with multiple funders to assist in settlement and post settlement service requests.
  • Assisting with home loan settlement process including liaising with solicitors and funders.
  • Some outbound follow up calls to customer will be required.
  • Assisting with conflict resolution for our customers.

About you:

  • Must have customer service experience (min 3 years)
  • Must have a passion for going above and beyond customers expectations to resolve any enquiries
  • Must have excellent communication skills
  • Must have ability to multi task
  • Must be able to work autonomously
  • Must have some experience and understanding in lending (min 1 year).
  • Experience in home loan settlements in preferred.

If this sounds like a career opportunity you would like to pursue, please apply today.