SummitNext

Chief Marketing Officer

• Conduct outbound calls to SME business owners daily
• Introduce SME loan / financing solutions clearly and confidently
• Identify potential business financing needs
• Secure appointments for Financial Consultants
• Follow up with prospects via phone / WhatsApp / email
• Guide clients on required loan documents (NOA, bank statements, financials statements, etc.)
• Collect and ensure completeness of documents before submission
• Update CRM accurately
• Achieve daily, weekly and monthly appointment targets

Telemarketing Executive, SME Loan Appointment Setter – Mandarin Speaker

Customer Support

• Respond to customer inquiries and obtain customer information in a timely manner through calls, emails, and other contact tools
• Resolve customer complaints to achieve high customer satisfaction
• Record and submit customer complaints using the internal system according to the provided SOP

Customer Service Executive

Executive Assistant

• Conduct initial assessments of patient enquiries, symptoms, and concerns using established clinical protocols.
• Determine the urgency of patient needs and direct them to the appropriate service (e.g., GP appointment, urgent care, emergency services).
• Document all patient interactions accurately and comprehensively in the practice management system.
• Schedule and coordinate appointments, referrals, and follow-ups as required.
• Address general administrative queries related to services, processes, and paperwork.
• Practice within the full scope of your nursing qualifications and in accordance with AHPRA standards and guidelines.
• Participate in ongoing training and maintain all necessary professional registrations and certifications.

Telemarketing Executive, SME Loan Appointment Setter – Mandarin Speaker

Customer Service Executive

Virtual Assistant Nurse