Client Manager

Client Manager Location: Hamilton Reports To: Senior Mortgage Broker / Regional Manager Join the team and help clients achieve their home ownership dreams! Our client is looking for a Client Manager who is passionate about delivering exceptional service and thrives in a fast‑paced financial services environment. In this role, you’ll be the key link between clients, brokers, and lenders—ensuring a smooth and stress‑free home loan journey.

What You’ll Do Manage Client Relationships: Be the primary point of contact, provide timely updates, and build strong connections that encourage repeat business and referrals. Support Loan Applications: Assist brokers with preparing and submitting applications, collecting documentation, and monitoring progress to ensure timely approvals. Ensure Compliance & Accuracy: Maintain client files in line with industry regulations, keep CRM records up to date, and support audit preparation.

Liaise with Lenders & Stakeholders: Communicate with lenders, conveyancers, and real estate agents to facilitate smooth settlements while staying informed on product changes. Drive Process Improvements: Identify opportunities to enhance client service and operational efficiency. What We’re Looking For Background or degree in Finance, Economics, Accounting, or related field (preferred).

Understanding of home loan products and lending processes. Experience in mortgage broking, banking, or financial services (preferred but not essential). Excellent communication skills and attention to detail.

Ability to manage multiple tasks and work independently. Proficiency in CRM systems and Microsoft Office. Certificate IV in Finance and Mortgage Broking (desirable but not essential).

Key Attributes Customer‑focused and proactive. Solution‑oriented with a collaborative mindset. Strong time management and organisational skills.

Committed to compliance and ethical standards. Why Join the Team? You’ll be part of a supportive team that values professionalism, growth, and client success.

If you’re ready to make a real impact and build a rewarding career in mortgage broking, we’d love to hear from you. Apply now and help us create exceptional client experiences! #J-18808-Ljbffr