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Client Service Officer

Award Global

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Location:

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Responsibility:

  • Direct communication with external brokers via WeChat and email to understand their needs and find the best ways to submit loans to WFG
  • Improve the process for external broker submissions
  • Conduct credit checks for external submissions, including servicing tests and pre-checking submitted documents
  • Coordinate with the credit team, valuation team, lenders, Loan Officers (LO), and others about case submissions and follow-ups
  • Discuss training topics with other BDMs and conduct a 40-minute training session biweekly
  • Handle internal broker inquiries and scenario checks
  • Help brokers understand policies and qualify deals
  • Send exception forms to WFG lenders and follow up
  • Proactively maintain cooperative relationships, enhance interactions, and manage performance
  • Authority to make decisions regarding broker support processes and training coordination
  • Can approve exception forms and manage follow-up communications with lenders
  • Manages communication and support for both external and internal brokers
  • Coordinates with various teams to ensure smooth case submissions and follow-ups

Requirements:

  • Strong written and verbal communication skills
  • Ability to multitask, prioritize, and manage time effectively
  • Ability to retain and recall important information
  • Capacity to work independently and proactively
  • High aptitude for following communication guidelines, procedures, and policies
  • Bachelor’s degree in Business Administration, Finance, Marketing, or a related field
  • CET (College English Test) Band 6 or above
  • Customer service-related experiences will be preferred

Additional Information:

Job Posted:
December 23, 2025

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