Our client is currently seeking a highly motivated Customer Success Manager to join their team. This role offers an exciting opportunity to be part of a diverse successful global financial services group that is committed to investing significantly in digital transformation. The ideal candidate will have over 5 years work experience in the banking and finance industry and is passionate about helping customers.Customer Success ManagerPart of a diverse successful global financial services groupCommitted to investing significantly in digital transformationOpportunity to help customers achieve their property ownership dreamsWhat you'll do:As a Customer Success Manager, your role will be pivotal in building strong relationships with business partners, internal stakeholders and third-party distributors. You will be responsible for assessing applications received, conducting credit checks and ensuring that our customers receive excellent service. Your day-to-day tasks will involve handling incoming enquiries, assessing complex applications, gathering and analysing financial data, conducting due diligence and financial analysis, following up on leads generated from our website and digital marketing campaigns, providing customers with product knowledge and assisting with application submissions.Handling incoming phone and email enquiries promptly and professionallyAssessing complex applications that are referred for inhouse assessmentGathering and analysing financial data to evaluate riskPerform due diligence and financial analysisConduct credit checks, property title searches and property valuationsCommunicate credit decisions and policies to applicants, brokers and internal staffFollow up on leads generated from our website and digital marketing campaignsProvide customers and business partners with product knowledge and assist with application submissionsWhat you bring:The ideal candidate for this Customer Success Manager role has experience within banking and lending. They enjoy working in a customer-focused role and have the flexibility to manage a variety of competing demands. They possess excellent communication skills and are skilled at developing and maintaining customer relationships. In addition, the successful candidate is organised, has a sense of urgency and is disciplined with administration and Information Technology operations. They also possess a good attention to detail and can prioritise their work effectively.Minimum 5 years' experience within the Mortgage & Finance IndustryStrong understanding of the residential mortgage process, relevant legislation, and industry standardsAnalytical and critical thinking skillsAbility to build strong relationships with business partners, internal stakeholders and third-party distributorsExcellent verbal and written communication skillsOrganised and able to meet tight deadlinesAbility to multi-task and work under pressureStrong attention to detailWhat sets this company apart:Our client is part of a diverse successful global financial services group that has operated for nearly 40 years. They are financially robust and committed to investing significantly in digitally transforming their business. They are the leading supplier of deposit bonds in Australia, widely accepted as a means of securing a property purchase and utilised by first home buyers, up-sizers, downsizers and investors alike for auction, off-the-plan or existing home purchases.What's next:If you're passionate about helping customers achieve their property ownership dreams and want to be part of an innovative team shaping the future of the industry, apply today!Apply Today by clicking on the link!Aboriginal and Torres Strait Islander Peoples are encouraged to apply.To apply please click apply or call Alana Sargant on 02 8289 3195 for a confidential discussion.About the job Contract Type: FULL_TIME Focus: Corporate / Consumer Banking Salary: + Super + Bonus Workplace Type: On-site Experience Level: Associate Location: Sydney Job Reference: 2005000/001 Date posted: 13 September 2024 Consultant: Alana Sargant
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