Post-Settlement Lending Support for Retirees

Banking & Finance; Sydney; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Superannuation

Performance incentives

Supportive team culture

Job summary

Banking & Finance is seeking a dedicated customer servicing professional to support existing customers and broker partners after settlement. You will handle servicing queries, balance checks, and discharge confirmations, in a role reporting to the Head of Operations.

You’ll engage with older Australians and families, bringing patience and empathy, while following structured processes. A background in financial services and a desire for long-term career growth are advantageous.

Qualifications

• Strong customer service background and empathetic communication.
• Comfortable handling sensitive conversations with older customers.
• Sharp eye for detail and ability to follow processes.
• Experience in financial services or lending servicing preferred.
• Eligible to work in Australia.

Responsibilities

• Conduct annual review calls with existing customers.
• Respond to account balance and Line of Credit verification enquiries.
• Conduct broker pre-settlement calls and confirm discharge outcomes with customers.
• Manage deceased customer loan closures with care and sensitivity.
• Receive and log complaints, escalating to compliance in line with process.
• Manage the general information inbox and process incoming and outgoing mail.

Skills

Customer service

Phone etiquette

Attention to detail

Compliance awareness

Financial services experience

Job description

Banking & Finance is seeking a dedicated customer servicing professional to support existing customers and broker partners after settlement. You will handle servicing queries, balance checks, and discharge confirmations, in a role reporting to the Head of Operations.

You’ll engage with older Australians and families, bringing patience and empathy, while following structured processes. A background in financial services and a desire for long-term career growth are advantageous.