Mortgage Customer Success Specialist | Growth & Impact

MA Financial Group; Taguig; On-site; PHP 360,000 - 520,000; Full time

Benefits offered by this job

Career growth

Inclusive workplace

Sydney office

Rewards & celebrations

Job summary

MA Financial Group is seeking a customer service professional to service a portfolio of home loan customers. You will handle lots of calls and emails, resolve inquiries, and support brokers and customers with statements, repayments, and documentation.

The role emphasizes accuracy, confidentiality, and a high level of service. You will thrive in a fast-paced, agile environment, demonstrating teamwork and a proactive approach to retention and customer satisfaction.

Qualifications

• Experience in financial services mortgage industry is preferred.
• Strong customer service skills with emphasis on written and spoken communication.
• Ability to work in a fast-paced, agile environment.
• Attention to detail and confidentiality in handling customer data.

Responsibilities

• Handle high volumes of inbound calls and email inquiries with professionalism.
• Identify customer needs and fulfill requests to ensure satisfaction and retention.
• Process statements, repayments, balances, and payout figures accurately and timely.
• Communicate clearly about home loan processes, repayments, redraws, and Direct Debit changes.
• Maintain records of interactions and follow established procedures and guidelines.
• Support other team members and collaborate with departments as needed.

Skills

Customer service

Mortgage industry knowledge

Phone handling

Communication skills

Attention to detail

Autonomous work

Target driven

Job description

MA Financial Group is seeking a customer service professional to service a portfolio of home loan customers. You will handle lots of calls and emails, resolve inquiries, and support brokers and customers with statements, repayments, and documentation.

The role emphasizes accuracy, confidentiality, and a high level of service. You will thrive in a fast-paced, agile environment, demonstrating teamwork and a proactive approach to retention and customer satisfaction.