This role plays a critical part in supporting the business objectives of delivering high-quality service to our Brokers and Growth & Sales Teams. This is achieved through the accurate preparation and execution of lender accreditation related data and the updating of MyCRM with correct data.
The Accreditations Team Leader will be a hands-on role and you will have the ability to deal with more complex inquiries from our Brokers & Sales Teams and to support the team in providing great customer outcomes.
Key Responsibilities Providing exceptional customer service through regular communicationVia follow up and regular check-ins Support via phone, email, and inbox maintenance Completion of accreditation tasksCollecting, checking, and uploading all required documentation Preparing accreditation envelopes to new & existing brokers Provide ongoing supportBy providing reporting & feedback to the Growth/Sales Teams Participate in accreditations and wider business projects Work with the Group Manager to continually improve accreditation processes Leading the accreditation team/administratorsDaily check-ins with team Phones to be constantly manned Ongoing reports to be monitored daily Regular 1 on 1 catch-ups with team members and Group Manager Key Skills and Experience To be successful in this role, you will have a positive "can do" attitude and a willingness to contribute as required to ensure the team's success. Experience in Aggregation Accreditation tasks is essential and you will have a minimum of 4-5 years customer service experience in a fast-paced and challenging environment.
4 years Customer Service experience Working with customer relationship management systems Able to work in a shared open environment Organised, analytical and principled Resilient to change Able to multitask Ability to "think outside the square" Cultural fit with our core values of leadership, integrity, curiosity and discipline Enjoy following processes and a structured environment Ability to challenge existing ways we do things and look for opportunities to improve Enjoys engaging and collaborating with others and is conscientious Microsoft Office suite of programs, particularly Excel Exposure to Google Chrome for email and document management an advantage Accurate data entry while maintaining a sense of urgency Being accountable for your own results and the timely performance of tasks within the scope of the position Initiative to work autonomously and to request additional tasks Ability to effectively communicate to customers (broker or sales teams) via email and phone, identify their needs and respond in a professional manner that exceeds expectations Working in an open office environment, there is a requirement for a high level of interaction with the Onboarding Team & Agreements Team Communication with customers and other teams in the business is a critical part of the role Managing tasks and work to team priorities Understand how individual tasks impact team goals and outputs #J-18808-Ljbffr