Ready to Elevate the Client Experience at Refyne?

Refyne Loans is scaling fast — we’re talking $500M in settled loans over the next 12 months — and we need a Customer Relationships Manager who thrives on people, problem-solving, and creating a five-star client journey.

If you’ve got sharp attention to detail, a passion for customer service, love smoothing out the settlement process, and want to be part of a vibrant, success-driven team, this role is your chance to level up in the mortgage broking industry.

🚀 Immediate Start Available

The Role: Customer Relationships Manager

📍 Macquarie Park, Sydney (WFH Tuesdays + Thursdays)

💼 Full-Time

💰 $70K – $80K + Super

What You’ll Be Rocking Day-to-Day

Client Champion – Be the friendly go-to for clients once their loan is underway, guiding them through each step with clarity and confidence.

Trusted Advisor – Proactively check in, answer questions, and make the process stress-free — always one step ahead of client needs.

Lender & Partner Liaison – Communicate with banks, solicitors, and third parties to keep everything running like clockwork.

Smooth Operator – Ensure documents, timelines, and milestones are always on track — no surprises, no delays.

Doc Reviewer – Triple-check accuracy so clients never have to worry about mistakes.

Post-Settlement Care – Conduct check-ins and rate reviews to keep clients feeling supported well after their loan settles.

Client Experience Innovator – Spot opportunities to improve the way we deliver service and strengthen long-term client relationships.

What You Bring

Experience in customer service, client management, settlements, or financial services.

Polished written + verbal communication skills — you know how to build trust fast.

A proactive mindset: you anticipate problems before they become issues.

Attention to detail + time management that keeps everything humming.

Bonus points if you’ve worked with Broker Engine or banking platforms.

Why Refyne?

We’re not your standard brokerage. Partnered with Search Property, Australia’s #1 buyers’ agency, we specialise in helping investors scale portfolios and retire rich through property.

✨ Be part of a high-growth company on track for $1B in settlements

✨ Genuine career progression in a scaling business

✨ Modern office campus with gym, café + childcare

✨ Hybrid flexibility + a collaborative, ambitious crew

👉 If you’re ready to bring energy, care, and passion to the client journey, we want you on the Refyne team.