Client Service Manager

2 weeks ago


Melbourne, Victoria, Australia At Full time
Hybrid flexibility – work from home with 1 day per week in our Essendon office Career progression – opportunities to grow into senior credit or broker roles Supportive culture – down-to-earth team that values collaboration Industry reputation – part of the trusted Loan Market network 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 Assess client scenarios and structure loan applications Conduct product and policy checks across lenders Own the loan file from submission through to settlement Liaise with lenders, aggregators, referral partners, and clients Ensure compliance and documentation are accurate and complete Support brokers in delivering an outstanding client experience About You Minimum 2 years' experience in a similar role (e.g.
Loan Processor, Broker Support, or Credit Specialist)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 My CRM (or similar broker platforms), Microsoft Office, and G Suite A proactive, solutions-focused team player 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.
Ready to join a business that truly values your experience?Click Apply Now – we'd love to connect.
Unlock job insights Salary match Number of applicants Skills match Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a client services manager?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.
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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What can I earn as a Client Services Manager
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