Telephone Customer Service Consultant On-Site
Core
Turn broker applications, customer enquiries, and conditional approvals into completed applications and funded deals via telephone and email.
Role type
Senior IC customer service consultant (commercial lending)
Builds
Completed loan applications and funded deals for brokers and customers
Domain
Commercial lending / Financial services
Required skills
Outbound calling, inbound call handling, CRM data entry, objection handling, upselling, cross-selling, policy adherence, document collection
Preferred skills
Commercial lending experience, broker support experience, contact centre experience
Technologies
BiiGGA CRM, DriiVe
Responsibilities
Handle inbound broker and customer calls and emails; Coordinate with credit and operations for approval, contracts, and funding; Log call outcomes and next steps in CRM; Convert conditional approvals into applications by collecting missing info; Assess allocated scenarios against policy; Contact eligible customers for top-ups; Convert new leads by qualifying needs and explaining MCA and BTA products
Seniority
Mid-level, hands-on IC