Customer Success Executive

The Legends Agency; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A customer service firm is seeking a Customer Success Executive to manage lending enquiries and enhance communication with customers and solicitors. The ideal candidate has strong communication skills, attention to detail, and at least 2 years of experience in complex lending or financial services. This role promises a competitive salary based on experience, and it demands a can-do attitude in a fast-paced environment.

Benefits

Competitive Salary

Qualifications

• Excellent written and verbal communication skills.
• Attention to detail and organisational skills.
• Ability to communicate effectively with solicitors.

Responsibilities

• Manage customer enquiries and applications.
• Maintain proactive communication for lead conversion.
• Liaise with solicitors for documentation.

Skills

Strong communication

Excellent organisational skills

Ability to communicate with vulnerable clients

Multitasking

Ability to manage a large number of cases

Pressure management

Can-do attitude

Job description

About the job Customer Success Executive

Customer Success Executive(UK Hours)

R20k - R30k/month

Key Responsibilities:

• Handling lending enquiries and applications from prospective borrowers and/or solicitors, providing accurate information and guidance.
• Following up on leads and maintaining proactive communication to maximise conversion rates.
• Liaising with customers and solicitors / professional firms to chase outstanding documents and progress applications.
• Managing the collation of applications and supporting documentation to convert enquiries into completed applications for review by the underwriting team.
• Handling a large quantity of enquiries / applications at different stages, maintaining accurate records and providing regular updates on application status to all parties
• Guiding customers through the application process and ensure a smooth transition to underwriting
• Updating senior members of the team on a regular basis on the status of applications across a large number of cases in the application workflow.
• Keeping borrowers and solicitors updated about the status of applications
• Collating executed documentation

Qualifications & Experience:

• Strong communication with excellent written and verbal communication skills, including the ability to speak to solicitors at large law firms
• Excellent organisational skills and attention to detail
• Ability to communicate appropriately with potentially vulnerable clients
• Ability to communicate/ manage rejecting cases to both clients and solicitors directly
• Ability to multitask and prioritise effectively
• Ability to manage a large number of cases
• Ability to work under pressure and handle variable workloads
• Ability to become a subject matter expert in probate & family law lending
• A can-do attitude and someone who thrives in a busy and fast paced environment
• Ideally 2 years+ experience, ideally within complex lending, financial services or the legal sector
• Experience in partnerships a bonus. Experience in litigation is helpful, but not a prerequisite
• Adaptable to change and being able to pivot in a fast-moving environment
• Competitive Salary (Based on experience)