Customer Service Specialist

MA Money offers choice and flexibility through our team of experienced lending professionals, innovative mortgage products and competitive pricing with all applications and scenarios assessed on their own merits.As part the MA Financial Group, MA Money has the support to further access the residential mortgage market where there are significant tailwinds to support growth of both the MA Money loan book and MA Financial Group’s ability to provide funding solutions to continue to grow across the market.We understand the relevance of individual circumstances. We recognise that not all borrowers’ mortgages need fit the same criteria. MA Money aims to improve the financial position of our customers and has helped thousands of Australian households and businesses realise their true financial potential.When it comes to our team, we place equal importance on personal qualities and technical ability and provide continuous learning opportunities to help our people make their ambitions reality.At MA Money, you’ll experience:Career growth and development opportunitiesFocus on building an inclusive and diverse workplaceGreat Sydney office location and the tools to succeedCollaborative environmentRewards and celebrations for key achievementsWhat we are looking for in you:A passion for teamwork and collaborationA willingness to challenge the status quo.Have a ‘whatever it takes to get the job done right’ attitude.To thrive and grow in a fast-paced agile environment.Knowledge of the mortgage industry Regulatory environmentStrong phone contact handling skills and active listeningExcellent written, oral, and interpersonal communication skillsYou have a minimum of 3 years’ experience in the financial services mortgage industry, preferably in the non-bank lending sector.You have minimum 2 years’ experience in a Customer Service environment.You have a good understanding of home loan repayments, including but not limited to, direct debit requirements, redraw, and offset accounts.You have high degree of attention to detail with excellent customer service knowledge.High degree of competency in language, computer, and web applicationsYou are professional, organised, able to work autonomously.You are driven and self-motivated to exceed targets and strive for excellence.What will you be doing:The purpose of the role is to service a portfolio of existing home loan customers with everyday queries and requests for their home loans whilst providing “best in class” service. You will use your excellent customer service skills to provide a great customer experience, both verbally and written, as well as identifying opportunities for customer retention.Main responsibilities include, but are not limited to:Answering large amounts of incoming calls and email enquiriesIdentifying and fulfilling customers’ needs to achieve satisfaction.Process requests from customers and brokers for statements and other documentation in an efficient and timely mannerProcess requests from customers and brokers, including but not limited to, repayments, balances and payout figures, Direct Debit amendments, redraw requests.Process requests for rate reviews for retention purposes, including identifying opportunities for customer retention.Maintain records and notes of customer interactions and filing documents in an accurate and timely manner.Identifying and providing appropriate solutions and alternatives.High aptitude for following communication procedures, policies, and guidelines.Recommend ways to improve processes by monitoring workflows and providing upward feedback on opportunities.Provide general information and support to other team members both within Customer Service and other departments.Maintain security and confidentiality of all personal and corporate information.Ability to work effectively in a high-pressure environment whilst also adding to the culture – a fun, energised, dynamic start up environment.