Client Service Manager

Here at Loan Market Rockhampton we run a collaborative and team-oriented environment where we are focused on achieving goals and maintaining a positive attitude. We take great pride in celebrating employee successes and place a huge emphasis on employee development and career growth. Our commitment to quality is a result of the strong work ethic and meaningful relationships we have built with colleagues. 

The Role

Working with a high performing business, you will be working alongside experienced mortgage brokers, delivering exceptional customer service. You will liaise closely with a variety of diverse clients, supporting them through an exciting journey of home ownership, adding value throughout every step of the process. This is a busy office with a great referral partner and they are now ready to welcome a new team member to the family.

Primary Responsibilities:

• Liaising with our Mortgage Brokers, Lenders, Conveyancers and Clients.
• Guiding clients through the loan application process, while gathering and processing the appropriate documents.
• Processing applications from broker handover to loan approval and post settlement.
• Understanding the lender policy attached to the product chosen for the client.
• Performing data entry into CRM systems & using computer software and applications.
• Assisting brokers with tasks such as discharges, pricing, policy, and servicing.

We are looking for someone with:

• 1+ years experience in a similar role in Broker Support or Banking/Broker Customer Service.
• Exceptional attention to detail and organisational skills.
• Ability to work effectively in a fast-paced and dynamic environment.
• Demonstrate a strong client focus with a positive, can-do attitude
• Excellent communication skills and dedication to setting realistic client expectations
• Data driven, with a strong ability to collect and process client information to produce mortgage applications.  
• Tech Savvy - able to navigate new software and applications, such as Apply Online and MyCRM.

Nice to Haves:

• Cert IV or Diploma in Finance and Mortgage Broking is desirable but not required. 

Benefits

• Work laptop provided  
• Internal Professional Development opportunities provided 
• Industry-leading tech to make you save time and assist with productivity