Client Service Manager
Loan Market
Posted 14 days ago
About Us
At Loan Market, we’re passionate about helping clients achieve their financial goals through expert advice and personalised service. As one of Australia’s largest and most recognised broker groups, we combine the strength of a trusted national brand with the care and commitment of a local business.
Our culture is collaborative, supportive, and focused on achieving outstanding results – while ensuring a strong work-life balance.
About the Role
We’re seeking an experienced Client Service Manager with solid credit knowledge and end-to-end loan processing expertise.
This is a hands-on role for someone who has worked in a mortgage brokerage and can confidently manage the full lending process – from credit proposals and serviceability assessments to lodgement in AOL and settlement.
You’ll be an essential part of a high-performing, close-knit team where your ability to work independently and deliver exceptional client outcomes will be highly valued.
Key Responsibilities
Client Support: Coordinate and confirm client appointments, conduct discovery calls, manage broker diaries, and follow up on documentation before and after meetings.
Deal Support: Assist with pricing and valuations, prepare files for credit, manage fixed rate tasks, oversee settlement and approval processes, and keep CRM records up to date.
Client Care & Retention: Conduct regular rate review calls, arrange client review appointments, and support client gifting and referral programs.
Office & Admin Management: Oversee office supplies and upkeep, manage business expenses, coordinate meetings, and help celebrate team milestones.
Executive Support: Manage the Director’s emails and calls, maintain filing systems, and ensure compliance through monthly file audits.
About You
Minimum 2 years’ experience in a similar role within a mortgage brokerage (loan processing, settlements, client services, credit management)
Strong knowledge of credit policy, serviceability, and AOL lodgements
Confident working independently and managing your own pipeline
High attention to detail and strong communication skills
Proficient in MyCRM (or similar broker platforms), Microsoft Office, and G Suite
Proactive, solutions-focused, and a genuine team player
Ready to join a business that truly values your experience?
Click Apply Now – we’d love to connect with you.
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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