Mortgage Broker Assistant | Hybrid | Dayshift

Zigzag is looking for a Mortgage Broker Assistant to join our team! 

Job Purpose

To process Compulsory Third Party Greenslips in a timely and efficient manner, including focusing on client relationships and excellent customer service. To assist our office's National Operations Manager and on occasion,
our Broking staff with a range of administrative tasks.

Responsibilities

• Compulsory Third Party Management
  • Answer incoming calls promptly and professionally, addressing customer inquiries, concerns, and requests. 
  • Provide accurate information about products, services, and company policies to assist customers in making informed decisions.
  • Resolve customer complaints or problems by identifying issues, researching solutions, and escalating when necessary
  • Handle a high volume of calls while maintaining a positive and professional attitude. 
  • Electronic processing of CTP Green Slips 
  • Ensure cash handling and monetary transactions follow processes. 
  • Keep accurate client details 
  • Undertake learning activities as outlined in training plan
• Compliance 
  • Ensure all activities are carried out in compliance with relevant Acts, legal requirements and ethical standards
  • Ensure all activities are carried out in accordance with company compliance policies and procedures
  • Maintain a sound level of technical skills required for this role
• Teamwork 
  • Work effectively with team/work group to accomplish organisational and team goals. 
  • Collaborate with team members and supervisors to improve customer service practices and enhance overall customer experience 
  • Keep management and others informed appropriately and as required about work status 
  • Manage conflicts constructively 
  • Take actions that respect the needs and contributions of others 
  • Contribute to, accept and guide others in the implementation of the organisation's vision and values 
  • Create opportunities to apply new learning in the workplace

Qualifications

• Previous experience in customer service or call centre environment preferred. 
• Previous experience in cash handling preferred. 
• Excellent verbal communication skills, with the ability to actively listen and empathize with customers 
• Strong problem-solving skills and the ability to handle difficult or challenging customers with professionalism and patience. 
• Ability to work in a fast-paced, team-oriented environment 
• Strong attention to detail and accuracy in data entry and documentation.
• Familiarity with computer systems and the ability to navigate multiple software applications simultaneously.
• Strong attention to detail and accuracy in data entry and documentation