Client Servicing Officer - Small BusinessMoneytech delivers a broad range of financial services and solutions to a variety of Australian businesses. We take pride in providing a comprehensive suite of products in a competitive, efficient, and compliant manner. As an employee, your interactions with customers, partners, and colleagues will reflect the high value we place on teamwork, success, and customer satisfaction.Position Purpose:The Client Servicing Officer will assist in managing and servicing Moneytech’s Small Business portfolio, which includes customers with facility limits ranging from $25,000 to $500,000. This role is integral in building and maintaining strong client relationships, ensuring high levels of customer satisfaction, and managing collections effectively.Job Description:Customer Relationship Management: Serve as the first line of defence in minimizing bad debts by developing and nurturing close working relationships with customers, ensuring consistent engagement and communication.Client Servicing & Support: Assist other team members as required to ensure seamless operations and client satisfaction. Help with User Acceptance Testing (UAT) for operations platforms.Collections and Arrears Management: Take proactive steps in managing delinquent accounts before they are handed over to the Collections team. Make collection calls to clients in arrears, follow up on overdue accounts, and ensure all collection activity is recorded in CRM Dynamics daily.Credit Checks and Reviews: Conduct supplier credit checks, review bank statements, and provide recommendations for facilities on the watchlist. Perform updated credit checks on client entities, conduct title searches, and request updated reporting for clients who have fallen into arrears.Collaboration with Other Teams: Assist the Credit and Operations teams with additional queries concerning watchlist facilities, ensuring all information is up to date and accurate.Documentation & Reporting: Prepare collections handover forms for clients who breach their facility agreements. Issue timely arrears notices to clients, ensuring proper documentation and reporting in CRM systems.Candidate Profile:We are seeking a dynamic and detail-oriented professional with the following attributes:Experience & Skills:At least 2 years of experience in a customer-facing role, preferably in a collections or finance-related environment.2+ years of experience in Equipment Finance is highly desirable.Proficiency in Microsoft Office Suite, particularly Excel.Strong communication and negotiation skills with an ability to manage sensitive client situations.Ability to work effectively in a fast-paced environment while maintaining attention to detail and accuracy.Personal Attributes:A proactive and solution-focused attitude towards problem-solving.Highly organized, with the ability to prioritize tasks and manage multiple responsibilities efficiently.Ability to build and maintain positive relationships with clients, team members, and external partners.Resilient under pressure, with a focus on achieving results while ensuring compliance with regulations.High learning agility to adapt to changes in the business.Knowledge:A solid understanding of financial services, particularly in credit and collections.Awareness of relevant compliance and regulatory requirements.Knowledge of Anti-Money Laundering (AML) standards and practices is a plus.Performance-Oriented:Strong focus on achieving and exceeding key performance indicators (KPIs) related to collections and client satisfaction.Ability to maintain a high level of customer satisfaction within the Small Business Portfolio, with a target satisfaction score of at least 8 out of 10.How to Apply:If you are a dedicated, customer-focused professional with experience in finance and collections, we encourage you to apply for this exciting opportunity.Seniority levelNot ApplicableEmployment typeFull-timeJob functionCustomer Service, Administrative, and Analyst
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