Client Service Manager

Here at Loan Market Neo 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 RoleThis is a permanent part-time position, working approximately 20-30 hours a week based in our Bundall office. You will be working alongside an experienced mortgage brokerage team, delivering exceptional customer service, following up on client enquiries and supporting the brokers and lending specialists. The role requires high attention to detail, speedy delivery and exceptional customer service skills. You will need to be able to prioritise well and manage your daily schedule to ensure deadlines are met. Primary Responsibilities:Liaising with our Clients, Lenders and referral partners (Real Estate, accountants etc). Performing data entry into CRM systems & using computer software and applications.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.Assisting brokers with tasks such as discharges, pricing, policy, and servicing. We are looking for someone with:Experience in a banking/ financeExceptional 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 attitudeExcellent communication skills and dedication to setting realistic client expectationsData driven, with a strong ability to collect and process client information.Tech Savvy - able to navigate new software and applications, such as Apply Online and MyCRM.Nice to Haves:Experience in a similar broker support role would be ideal. Cert IV or Diploma in Finance and Mortgage Broking is desirable but not required. BenefitsIndustry-leading tech to make you save time and assist with productivity Opportunities to participate in industry and networking eventsCareer development and growth opportunities through Cert IV, Diplomas or role progression.