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Settlement & Sales Support Officer

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Sharp attention to detail required., Excellent written communication skills sought., CRM systems proficiency needed., Basic understanding of financial products preferred..

Key responsabilities:

  • Process and input data into CRM systems.
  • Manage email communications and respond to queries.
  • Prepare and process customer applications and documents.
  • Maintain accuracy between financier portal and CRM information.
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BruntWork Human Resources, Staffing & Recruiting SME https://www.bruntworkcareers.co/
501 - 1000 Employees
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Job description

This is a remote position.

Schedule:
  • Full-time, 8:30 AM to 5:30 PM Perth, AU Time 
  • Client Timezone: Perth, AU

Client Overview:

Join a forward-thinking Australian company at the forefront of innovative financial solutions. Specializing in a unique concept within the automotive and financial sectors, this Perth-based organization is revolutionizing how Australians approach vehicle ownership and financing. With a commitment to growth and continuous improvement, they’re seeking detail-oriented professionals to support their expanding operations.


Job Description:

As a Settlement & Sales Support Officer, you’ll be integral to maintaining the efficiency and accuracy of our client’s operations. This role offers a blend of data management, customer service, and process optimization. You’ll handle crucial information, process applications, and ensure smooth communication flow. This position is ideal for those who thrive on precision, enjoy problem-solving, and want to be part of a dynamic, expanding business in the financial sector.


Responsibilities:
  • Process and input critical data into CRM systems.
  • Manage email communications and respond to customer queries.
  • Prepare and process customer applications, ensuring all documents are complete.
  • Ensure information on the financier portal matches the CRM system.
  • Follow up on outstanding payments and missing documents.
  • Contribute to improving operational efficiency and adapt to evolving processes.
  • Handle confidential information with discretion and professionalism.


Requirements
  • Sharp attention to detail and high accuracy in data entry.
  • Excellent written communication skills.
  • Proficiency in using CRM systems and willingness to learn new technologies.
  • Ability to follow structured processes and adapt to changes.
  • Strong time management and problem-solving skills.
  • Basic understanding of financial products (novated leasing knowledge a plus).
  • Previous experience in banking/financial services is an advantage.

  • Independent Contractor Perks
    • HMO Coverage for eligible locations
    • Permanent work from home
    • Immediate hiring
    • Steady freelance job

    ZR_18687_JOB


    Required profile

    Experience

    Industry :
    Human Resources, Staffing & Recruiting
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Detail Oriented
    • Problem Solving
    • Time Management
    • Customer Service

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