The Role
Answer calls from brokers and customers
Assist with their enquiries - related to accounts, settlements, internet banking and etc.
Troubleshoot and resolve issues
Escalate necessary requests to other departments / staff members as required.
Liaise with Brokers
Answer questions related to credit policy / processes for submitting applications.
Direct brokers / applicants to relevant forms, rate cards and information where applicable.
Support the employment verification process pre settlement.
Borrower engagement
Contact borrowers to congratulate, confirm settlement completion, provide account details and steps to set
The Requirements
Diploma or Bachelor's Degree in Finance, Accounting, or other business-related fields.
Minimum 2 years of customer care services related functions.
Good understanding / knowledge in mortgage and finance field is preferred.
Strong sense of responsibility, service awareness and teamwork.
Able to think strategically with an analytical mind and strong problem-solving skills.
Proficiency in Mandarin.