Client Service Manager
Loan Market
Posted 2 days ago
About Us
At Bundy Financial, we pride ourselves on delivering personalised, high-quality service to every client. As a proud member of the Loan Market group, we combine the support of a nationally recognised brand with the warmth and flexibility of a family-run business.
Our team is tight-knit, collaborative, and focused on achieving great outcomes - without compromising on work-life balance!
About the Role
Bundy Financial is on the lookout for an experienced Client Service Manager with a solid credit background and end-to-end loan processing experience.
This is a hands-on role, perfect for someone who has previously worked in a mortgage brokerage and can confidently manage the full lending process; from credit proposal and serviceability assessments to lodgement via AOL, right through to settlement.
You’ll be an essential part of a high-performing, close-knit team where your attention to detail and ability to work independently will be highly regarded.
Key Responsibilities
Client Appointment Coordination & Follow-Up: Schedule and confirm client appointments, conduct discovery calls, manage broker diaries, and follow up on required documentation before and after meetings.
Broker & Deal Support: Assist with pricing and valuations, prepare files for handover to credit analysts, manage fixed rate tasks, oversee settlement and approval processes, and maintain accurate CRM pipeline status.
Client Care & Retention: Conduct weekly rate review calls to ensure clients are on competitive rates, arrange client review appointments, and manage client gift and referral programs.
Office & Administrative Management: Oversee office upkeep, stationery and kitchen supply ordering, manage business credit card expenses, check mail, coordinate meetings, and arrange staff celebrations for birthdays and anniversaries.
Executive Support: Manage the Director’s emails and phone calls, handle incoming business calls, maintain electronic filing systems, and ensure compliance through monthly file audits.
About You
Minimum 2 years’ experience in a similar role at a Brokerage (loan processing, settlements, client services, credit manager)
Strong knowledge of credit policy, serviceability, and AOL lodgements
Comfortable working independently and managing your own pipeline
High attention to detail and excellent communication skills
Proficient in MyCRM (or similar broker platforms), Microsoft Office, and G Suite
A proactive, solutions-focused team player
Ready to join a business that truly values your experience?
Click Apply Now – we’d love to connect.
About Loan Market
We've been helping people into homes for two decades.
Founded in 1995 by Sam White, Loan Market is a member of the White Family Group of Companies.
The business rapidly grew through the 90's and by 2001 the company's loan book reached $1 billion. In 2003, the Loan Market brand was launched and the company had over 200 brokers throughout Australia. By 2014 our brokers had secured over $47 billion of home loans for thousands of Australians. Today, Loan Market has cemented itself as one of the largest mortgage brokers in Australia.
Over the past decade, Loan Market has expanded into New Zealand growing our network to over 1,000 brokers internationally.
Source: This is an extract from the company's own website.
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