Customer Relationship Executive

Benefits

• Basic Salary up to $4,200
• 5 Days Work Week (Monday–Friday, 10am–6pm)
• Hybrid Working Arrangement
• Career Progression Opportunities
• Exposure to the Mortgage Industry
• Supportive and Collaborative Work Environment

About the Role

We are seeking a Customer Relationship Executive to join our growing mortgage advisory team. You will be responsible for supporting clients throughout their mortgage journey, maintaining strong client relationships and ensuring a smooth and professional customer experience.

You will work closely with our Mortgage Specialists and internal teams to coordinate client enquiries, documentation, appointments and follow-ups relating to mortgage applications.

This role is ideal for someone who enjoys working with people, providing customer support and coordinating administrative matters, and is interested in developing a career in the mortgage and financial services industry.

Key Responsibilities

Customer Relationship & Support

• Build and maintain positive relationships with mortgage clients
• Respond to client enquiries regarding mortgage applications and related matters
• Provide timely updates and assistance throughout the mortgage application process
• Serve as a key point of contact between clients and the mortgage advisory team
• Handle client requests professionally and ensure a positive customer experience

Mortgage Application Coordination

• Assist clients with required documentation and application information
• Follow up with clients on outstanding documents and information
• Coordinate with Mortgage Specialists to ensure applications progress smoothly
• Arrange client appointments, meetings and follow-ups
• Maintain accurate records of client interactions and application status

Administrative & Operational Support

• Update and maintain client information in internal systems
• Prepare reports and documentation when required
• Liaise with internal teams, banks and relevant external parties
• Support client onboarding and other mortgage-related administrative processes
• Assist with company activities and client engagement events when required

Key Requirements

• Minimum Diploma qualification or equivalent
• At least 1 year of experience in customer service, customer relationship management, sales support, banking, finance, mortgage or related fields
• Strong communication and interpersonal skills
• Customer-oriented with a positive and professional attitude
• Good organisational and follow-up skills
• Comfortable handling client documentation and confidential information
• Proficient in Microsoft Office, especially Word and Excel
• Able to multitask and work effectively in a fast-paced environment
• Candidates who can speak multiple languages will have an advantage
• Prior mortgage or banking experience will be an advantage