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Good Source Business Services Inc
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We offer Wide Selection

of Services

WHAT WE OFFER

Welcome to Good Source Business Services, where professionalism meets excellence in financial solutions. As industry-leading experts, we take pride in delivering unparalleled services designed to meet your unique needs with precision and dedication.

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Customer Service associate (CSA)

A fully dedicated and experienced staff member who will provide you with administrative support.

Trained and exposed on the following:

  • CRM: XPlan; Adviser Logic; Practifi
  • Insurance and Superannuation tasks
  • Customer service skills
  • Excellent verbal and written English skills.
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ParaPlanners

Good Source paraplanners will work with your preferences - templates, inserts, formats, and specific instructions from you. We take pride in producing advice documents tailor made to your needs.

Regular training and coaching sessions for continuous learning and expansion of knowledge and relevant skill set.

Trained and exposed on the following:

  • CRM Navigation (XPlan; Adviser Logic)
  • Preparation of Statement of Advice.
  • Preparation of file notes
  • Financial modelling
  • Product Research (WealthSolver; RiskResearch)

Compliance Officers

An experienced, trained, and accomplished compliance auditor who will work and help you in making sure that everything has been captured, documented, assessed, and implemented in line with your licensee’s requirements and your given general or personal advice.

Trained and exposed on the following:

  • CRM: XPlan, AdviserLogic, Xeppo
  • Insurance and Superannuation concepts
  • Identifying incomplete compliance documents
  • Checklist-driven audit
  • Transcription and Call Audits
  • Excellent verbal and written English skills.
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Loan Officers

Loan officers play a crucial role in the lending process, facilitating the borrowing process for individuals and businesses. In GBS we got experts un Loan Assessors and Loan Collectors.Â

Loan Assessors Trained and exposed on the following:

  • An experience staff to deal with loan process from application to approval of loan stage.
  • Good decision making and risk assessment skills • Broad knowledge and skills in understanding bank statement and cash flow.
  • Experience in credit file analysis that will fit the loan application.
  • Understand the lending criteria for assessment on Small, Medium and Personal loan services.
  • Wide understanding of default proceedings and compliance.
  • Good Customer Service skills • Excellent verbal and written English skills.

Loan Collectors on the other hand are trained and exposed on the following:

  • Excellent Communication and Interpersonal skills
  • Good decision making and risk assessment skills
  • Understand the lending criteria for assessment on Small, Medium and Personal loan services.
  • Wide understanding of default proceedings and compliance.
  • Good Customer Service skills • Excellent verbal and written English skills.
Discover the Good Source Business Services difference.

 Experience the professionalism, expertise, and dedication that make us the trusted choice for all your financial needs. Contact us today to explore how we can help you achieve your goals through business and outsourcing needs.

Contact Us Now!
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