Customer Service Assistant - Accept Fresher - Remote

Working time:
- 5:30AM-2:30PM (Monday to Friday) and a haft day Saturday 6AM-10AM (if needed)
To succeed in this role, you must have:
- Excellent English skill verbal, written, and interpersonal communication skills is a MUST.
- Excellent attention to detail is a MUST.
- A finance background or accountant background is preferred.
- A genuine interest in people with a desire to learn and build effective relationships with clients and colleagues.
- Efficient, self-motivated individual with positive energy.
- The drive to work in a fast-paced successful environment.
- Problem-solving skills with the capability to meet deadlines.
- Strong organizational skills.
Your Responsibilities:
. Prepare loan applications and Data entry, ensuring accuracy and compliance with regulatory requirements.
. Work alongside Mortgage Broker to process loan application and submit Apply Online, lodge application to lender recommended by Mortgage Broker
. Collect supporting documents, ensure bank statements are in correct dates, and submit loan applications while ensuring the completeness and accuracy of supporting documents.
. Efficiently manage client data within CRM systems, navigating the loan portal 'Apply Online' for application submissions.
. Verify documentation for accuracy, validity, and compliance with policies and legislation, ensuring thorough understanding of loan products and policies.
. Interact with customers to obtain all required deal information.
. Action missing information and conditional approval lender requests.
. Communicating with customers, Buyers Agents and Conveyancers to update them on the status of applications up until Settlement.
. Perform basic income calculations, assist with loan sign-ups, conduct initial borrower appraisals, and prepare annual review meetings for clients.
. Provide exceptional service, verify supporting loan documentation, follow up on incomplete documentation, and maintain regular client communication.
. Manage the client experience from application to settlement.
. Develop a thorough understanding of loan products and policies.