Offers “HSBC”

Expires soon HSBC

Triage Officer

  • Parramatta (PARRAMATTA)

Job description



Some careers have more impact than others.

We're looking for progressive minds who are driven, perceptive and forward-thinking, who are open to different ideas and cultures, who can connect with our customers and who will work with courageous integrity every day.

As an HSBC employee in Australia, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes market leading subsidised private health cover, enhanced parental pay/benefits and support when you return to work, wellness days and wellbeing programs as well as a highly flexible workplace culture.

Mortgages & 3rd party broker proposition is a key contributor to the HSBC retail banking strategic framework in Australia. We are currently seeking an ambitious individual to join this team in the role of Mortgage Triage Officer in our Mortgage Care Team. The role is responsible for validating mortgage application completion prior to credit assessment to ensure a smooth and efficient decision process. Coupled with providing an outstanding customer experience to both the broker and proprietary base – supporting and assisting Relationship Managers/Brokers with home loan applications.

Your main responsibilities will include

• Validation of all incoming home loan applications and supporting documents ( pre-credit assessment)
• Complete customer pre-screening checks for broker introduced customers to ensure all required KYC, ID/V & support docs have been completed correctly prior to formal credit assessment
• Meet broker, proprietary and customer expectations in terms of efficiency, accuracy, timeliness, professionalism, and warmth
• Managing and resolving any broker & proprietary enquiries on pending home loan applications and meeting requests within set service legal agreements (SLAs)
• Maintain an understanding of HSBC mortgage products and services
• Validating home loan applications ( pre-credit assessment)
• Managing broker enquires over the phones or email
• Liaise with Underwriting Services, Brokers & Proprietary, DocuPREP & settlement agent (FMS)

Desired profile



Qualifications :

To be successful in this role, you will need

• Strong interpersonal and empathy skills with strong decision making and ability to deliver
• Previous experience in a Retail Banking mortgages role preferred
• Understanding of core products, Premier proposition, and familiar with retail banking product processes
• Solid knowledge of appropriate mortgage operational procedures
• Knowledge of relevant regulatory governance in market To consistently meet and exceed customer expectations through superior customer service.

Due to current international travel restrictions and border closures, we will look to prioritise those candidates who hold either Australian Permanent Residency or Citizenship.

You'll achieve more when you join HSBC.

www.hsbc.com.au/careers

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HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. Issued by HSBC Bank Australia Limited. HSBCCSS

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