We're actively seeking two enthusiastic Client Service Managers to join our high-performing team ranked in the top 15 of all Australian Broker businesses

Based in Narellan, we have a brokerage backed by over 20 years of industry experience. Specialising in residential lending, we also offer an array of financial solutions and are dedicated to tailoring solutions for each customer. As part of our team, you'll have the opportunity to work alongside an award-winning professional, recognised as one of Australia's Top 20 Brokers for five consecutive years, and gain invaluable insights from one of the best in the industry.

We welcome applicants of all experience and skill levels, from seasoned professionals to those just starting out. As a family-run business, we place a strong emphasis on culture and long term career success. If you're the right fit for our team, we're more than happy to provide training for the technical skills you'll need.

In this role, you'll play a pivotal part in supporting our Head Broker and Mortgage Broker Team, handling tasks ranging from phone sales, loan lodgement to follow-up and settlement. Specialising in residential lending, we're looking for someone with exceptional customer service skills and a keen interest in problem solving. If you're ready to be part of a high energy team and make a difference in the mortgage broking industry, we want to hear from you!

Key Responsibilities

Preparation & Lodgement of Loan Applications with Lenders

Follow up of Loan Applications from Lodgement through to Settlement

Attend and present at meetings with management and colleagues to provide status updates and process improvement

Quality review of file applications

Ownership of the individual and team targets

Being a customer experience advocate - we go out of our way to help

Team support and a willingness to teach and learn with each other

Client, broker, solicitors and lender party relationship management

Diligently maintaining business systems and reporting

Assist with business marketing, prospecting and various general office duties

Skills & Personal Attributes

Demonstrate a high level of professionalism and “find a way” attitude

Adaptability to new challenges, open mindset

Excellent verbal and written communication skills enabling the candidate to deal effectively with the business partners, broker team and clients

Ability to work efficiently in a high pressure and high volume environment

High attention to detail and process driven

Strong data entry and computer literacy skills

Highly organised, punctual & proficient at multitasking

Experience & Knowledge

2yrs experience working as a loan processor or currently in a finance related field is desirable

Worked in a Kanban environment and/or understand basic Kanban Principles

Proficient in CRM systems, MS Suite, Google Workspace, Canva

Design, document and maintain internal processes

Qualifications

● Completed Tertiary education is desirable

● Certificate IV in Mortgage Broking is desirable but not essential

What we offer

A close-knit and friendly team environment

Opportunity for growth and development

Attendance to industry events

Team building and bonding activities

Competitive compensation and benefits

Round-the-clock support and ongoing training

Free onsite parking for your convenience

If you are looking for a stable and rewarding career in finance, this is an incredible opportunity to join Loan Market Narellan and grow within a top-performing brokerage.

Apply today to become part of the success story!