Commercial Relationship Manager | Boutique Specialist Lender

Dash Recruitment
Bondi Beach, NSW, Australia
A$120,000 p/a
Market rate
Banking & Financial Services → Account & Relationship Management
Full-time
Hybrid

Posted 10 days ago


Bondi | Boutique Specialist Lender | Career Growth

This is an opportunity to join a well-established specialist non-bank lender that has built an outstanding reputation for providing tailored solutions to professional clients across Australia. Working alongside an experienced leadership team, you'll become a trusted point of contact for clients and referral partners while gaining exposure to complex lending transactions that go well beyond the traditional banking environment.

If you're currently supporting brokers, bankers or relationship managers and are ready to step into a more commercial, client-focused role, we'd love to hear from you.

About the Role

As the Client Relationship Manager, you'll play a key role in ensuring every client enjoys a seamless experience from initial enquiry through to settlement. Working closely with senior stakeholders, you'll coordinate lending applications, build lasting relationships with referral partners and clients, and keep transactions moving efficiently.

No two days will be the same, making this an ideal opportunity for someone who enjoys building relationships just as much as keeping everything organised behind the scenes.

What You'll Be Doing

Managing the end-to-end client journey throughout the lending process

Building strong relationships with clients and referral partners

Coordinating loan applications and documentation

Liaising with internal and external stakeholders

Maintaining accurate CRM records and pipeline management

Supporting business development initiatives

Delivering an exceptional client experience at every touchpoint

About You

You'll likely come from mortgage broking, commercial lending, business banking, asset finance or another professional services environment where client service and organisation go hand in hand.

You'll bring:

Experience in client service, lending support, broker support or relationship management

Excellent communication and relationship-building skills

Strong organisational ability and attention to detail

A proactive approach with the confidence to manage competing priorities

CRM experience (Zoho highly regarded but not essential)

Experience within finance, lending or banking

Why This Opportunity?

Join a respected boutique specialist lender

Genuine opportunity to broaden your commercial lending exposure

Work alongside highly experienced finance professionals

Collaborative, agile team where your contribution is valued

Career progression within a growing business

Attractive salary package based on experience

If you're looking for your next step within commercial lending and enjoy working closely with clients and referral partners, we'd love to have a confidential conversation.


About Dash Recruitment

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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