Go Mortgage is an award-winning boutique finance broking business proudly based in Arundel, dedicated to achieving outstanding outcomes for our clients. Our mission is to deliver exceptional, 5-star experiences by focusing on customer satisfaction and tailored solutions. Our highly skilled team provides the highest standard of service and consistently delivers industry-leading results, catering to a diverse clientele with unique financial needs. From first-time homebuyers to those seeking refinancing options, seasoned investors, clients with non-conforming loan requirements, and SMSF (Self-Managed Super Fund) loan solutions, we are committed to guiding every client through a seamless and successful finance journey.

The Role

We are seeking a seasoned Client Service Manager to lead and elevate our team! In this role, you will collaborate closely with a skilled team of Loan Processors, Credit Analysts, and Mortgage Brokers to ensure the highest standards of client service and operational excellence. As a key leader, you’ll drive customer satisfaction, enhance service delivery, and support our commitment to creating outstanding client experiences.

This full-time, senior role is ideal for an experienced professional seeking to advance their career and make a significant impact within the Mortgage Broking and Finance industry.

Primary Responsibilities:

• Liaising with our Mortgage Brokers, Lenders and Clients throughout the application process.
• Guiding clients through the initial loan application process, while gathering and processing the appropriate documents.
• Provide support with applications from broker handover to loan approval and post-settlement.
• Performing data entry into CRM systems & using computer software and applications.
• Manage the loan process through to AOL, ensuring all required documentation and approvals are completed accurately and efficiently.

We are looking for someone with:

• 2+ years of experience in a similar role, such as Client Service Manager, Credit Analyst, or Loan Processor
• Experience working with diverse client needs, from first-time homebuyers and refinancers to seasoned investors, clients with non-conforming loan requirements, and SMSF (Self-Managed Super Fund) loans
• Proven ability to thrive in a fast-paced, dynamic environment
• Strong client focus paired with a positive, can-do attitude
• Outstanding communication skills and a commitment to setting clear and realistic client expectations
• Process- and deadline-driven, with a curious mindset and a drive to ask questions and deliver results

Nice to Haves:

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

Benefits

• Work laptop provided
• Internal Professional Development and Career Progress opportunities provided
• Mentorship and learning opportunities from an industry-leading broker
• Industry-leading tech to make you save time and assist with productivity