About Us:

Join a specialist non-bank lender dedicated to serving the unique needs of doctors and medical professionals. We pride ourselves on delivering a level of personalised service and insight that’s often lacking in today’s lending landscape.

Our team brings experience from some of the world’s leading private and professional lending institutions. United by a common purpose, we place each client’s financial goals at the heart of everything we do—supporting the communities that support us and striving to make a meaningful, ethical impact in people’s lives.

Our values include:

• A culture of partnership.
• A relationship of trust.
• A track-record of performance.
• A passion for excellence.
• A wealth of knowledge.

About the role:

As a Relationship Manager, you will work closely with a Relationship Director and additional Relationship Associate support to help execute the business's distribution and growth strategy.

Your responsibilities will include:
a) Supporting the Relationship Director in developing lending strategies, preparing credit analysis, and servicing clients. You’ll actively manage new deals through all stages of the lending process, across home, investment, and commercial lending.
b) Assisting in the maintenance and retention of existing client relationships, including contributing to the execution of a robust client retention strategy.

This role plays a key part in achieving sales and growth targets, while ensuring the delivery of outstanding service to our core client base.

Key accountabilities for this role include:

Help build client relationships to assist with their overall lending needs, manage each transaction from application to settlement, including lending strategy, credit approval, documentation and settlement process.

Assist with the implementation and ongoing development of the client retention strategy, including Marketing Strategy (client retention KPI).

Work alongside any admin support and provide any mentoring and coaching required.

Help manage relationships with new and existing clients leveraging and aligning internal resources to maximise client satisfaction and retention.

In conjunction with client’s accountants, proactively work with clients to understand financial objectives and help implementing plans to realise these objectives.

Liaise with internal/external stakeholders to ensure efficient progress of each transaction (including feedback to all stakeholders and clients on the progress of each application.)

Assist with maintaining and retaining an existing network of clients.

Exceptional service is at the heart of our model, however beyond this we feel our people deliver a distinctive level of care for our clients. We get the job done & we deliver on expectations.

To be successful you will have:

Degree Preferable

Cert IV in mortgage broking and finance broking

Relevant work experience, ideally in sales or processing roles within broking businesses, banks or other financial services companies

Ability to deliver to tight deadlines and high expectations in a pressurised environment

Place the client at the centre of everything you do.

Always operate in an ethical, responsible way

Embrace the entrepreneurial spirit that forms the foundation of our business.

You are willing to roll up your sleeves and do whatever it takes for you and your team to deliver to our customers

Strong client relationship skills coupled with a strong client service ethic and prior maintenance of an existing book

Prior knowledge of the banking or broking industry, the Australian residential and commercial lending market and the regulatory environment

Comprehensive knowledge and understanding of financial analysis, credit writing skills and approval standards

Excellent attention to detail

Strong organisational skills and effective time management