Client Support Officer (AU Mortgage) | WFH

About Us In Intogreat, we value not just your career opportunities with us but we also take pride in our work-life balance culture. We are dedicated to providing the needs of our staff to become productive at work. Here are the reasons why you should join Intogreat: 1. We provide competitive salary package 2. HMO coverage for you and up to 2 free dependents 3. Mental health reimbursement package 4. Paid sick and vacation leave credits 5. Fun and exciting events for our employees 6. Convenient work location that are accessible to the necessities and hangouts 7. We value work-life balance 8. Work with driven & talented professionals 9. Fun and supportive work environment 10. We provide security for your workplace 11. A growing team – more opportunities for you! Come and be part of our growing team that you will surely enjoy! Job Description This is a remote position. · Organising meetings, training and diary management. · Providing ongoing case management support for Service Coordinator, with requirement for engaging with clients to chase up documents and duties as required. · Provide proactive advice to Service Coordinator regarding Care Plans and casefiles, flagging risks in advance where items are missing or incomplete. · Auditing and updating service agreements, contracts, Fair Work information. · Ensuring customer profiles are accurate and up to date at all times. · Completing audits for all case files, ensuring the ~15 docs per case are completed correctly and uploaded into the Case Flow system within an agreed timeframe. Requirements Qualifications: · Bachelor’s degree · Experience in the AU Mortgage industry (at least 2 years) · Working knowledge of Microsoft Word, Excel, Outlook (nice to have) · Experience in using Sales Trekker and ApplyOnline · Exp communication with lenders (nice to have) Competencies: · Excellent written and verbal communication skills · Time Management, must keep scheduled tasks on track and multitask regularly · Analytic skills, must be able to analyse statistics and make rational decisions · Effective and efficient communication with Clients and Managers · Professional & Timely work presentation standards · High self-standards – Lead by example · Flexible and have a good work ethic