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 ResponsibilitiesProviding exceptional customer service through regular communication
? Via follow up and regular check in's
? Support via phone, email and inbox maintenanceCompletion of accreditation tasks
? Collecting, checking and uploading all required documentation
? Preparing accreditation envelopes to new & existing brokersProvide ongoing support
? By providing reporting & feedback to the Growth/Sales Teams
? Participate in accreditations and wider business projects
? Work with the Group Manager to continually work on improving accreditation processesLeading the accreditation team/administrators
? Daily 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 ManagerKey Skills and ExperienceTo 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 yrs Customer Service experienceWorking with customer relationship management systemsAble to work in a shared open environmentOrganised, analytical and principledResilient to changeAble to multitaskAbility to "think outside the square"Cultural fit with our core values of leadership, integrity, curiosity and disciplineEnjoy following processes and a structured environmentAbility to challenge existing ways we do things and look for opportunities to improveEnjoys engaging and collaborating with others and is conscientiousMicrosoft Office suite of programs, particularly ExcelExposure to Google Chrome for email and document management an advantageAccurate data entry while maintaining a sense of urgencyBeing accountable for your own results and the timely performance of tasks within the scope of the positionInitiative to work autonomously and to request additional tasksAbility to effectively communicate to customers (broker or sales teams) via email and phone, identify their needs and respond in a professional manner that exceeds expectationsWorking in an open office environment, there is a requirement for a high level of interaction with the Onboarding Team & Agreements TeamCommunication with customers and other teams in the business is a critical part of the roleManaging tasks and work to team prioritiesUnderstand how individual tasks impact team goals and outputs #J-18808-Ljbffr