Client and Revenue Administration Officer (AU Mortgage) | Eastwood  

We are looking for Client Revenue and Admin Officers for our Australian Client.

Be part of Australia’s largest mortgage broking groups and leaders in financial solutions.

RESPONSIBILITIES INCLUDE:

Revenue:

• Maintain commission split instruction in the system for new and existing Members and commission variations for existing Members.
• Calculate commission payment adjustments and additional payments.
• Process terminations and suspensions.
• Process transfer of trail (including direct accreditations) and sale of trail transactions.
• Manage the resolution of all service requests and Zendesk tickets that members raise in relation to the payment of commission or any other aspect of their business relationship with the client
• Liaise with Financial Institutions, where necessary, to resolve unpaid commission for Members. through the 4 sub-processes.

Client Services:

All post settlement loan administration including:

• Preparation of settlement letters
• Processing of construction loan payments and drawdowns
• Processing of payout figure and discharge requests
• Processing of security variations: Partial Discharge, Substitution of Security, Production of Title
• Processing of Product Conversion Applications
• Processing of Redraw Requests
• Ensures Building Insurance cover over security properties is maintained
• Handles Visa Applications/Visa credit limit increases
• Ordering Loan Statements
• Maintains Direct Debit and sweep details

• Completed, or undertaking, a tertiary qualification in Commerce (Not essential)
• College Undergraduates are welcome to apply
• Financial services industry experience, preferably with an understanding of the residential mortgage sector.
• Prior exposure to home loan products and experience in a similar service role within the finance industry.
• Experience in using a complex technology solution for calculating commission payments.
• Experience in using a Customer Relationship Management (CRM) system.
• Minimum of 2 years corporate customer service experience – Desired but not essential
• Strong interpersonal skills in communicating with external parties over the telephone and through email to resolve requests and provide information and assistance where requested.
• Broad financial services industry experience, preferably with an understanding of commission payments – preferred but not required
• Experience in using Microsoft office products including Word, Excel and Outlook
• Structured approach to analysing and solving business problems with attention to detail and accuracy.
• Ability to work under pressure and to complete Member commission payment processing as scheduled.
• Strong Analytical skills with basic accountancy and/or mathematical skills
• Ability to work in a team environment.
• Professional phone manner and ability to deal with difficult customers
• Ability to be punctual
• Ability to prioritise workload and identify urgent requests
• Ability to work under pressure and to resolve multiple requests at the same time
• High level of self-motivation and organisational skills
• High standard of verbal and written skills with good attention to detail
• Ability to work unsupervised and autonomously
• Ability to interact effectively and share knowledge within a team environment
• Willing to work for a DAYSHIFT post in EASTWOOD