Client Service Manager

18 hours ago

Richmond, Australia Loan Market Group Full time
This is a Client Service Manager role with Loan Market Group based in Richmond, VIC, AU
== Loan Market Group ==

Role Seniority - junior, mid level

More about the Client Service Manager role at Loan Market Group

Client Service Manager

Loan Market

3.727 reviews·View all jobs

Richmond, Melbourne VIC (Hybrid)

Client Services (Banking & Financial Services)

Full time

$75,000 – $85,000 + super per year

Posted 6h 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.

Before we jump into the responsibilities of the role. No matter what you come in knowing, you'll be learning new things all the time and the Loan Market Group team will be there to support your growth.

Please consider applying even if you don't meet 100% of what's outlined

Key Responsibilities
  • Coordinating client support
  • Assisting with deal support
  • Conducting client care and retention
Key Strengths
  • Credit knowledge
  • Loan processing expertise
  • Communication skills
  • Proficiency in MyCRM
  • Microsoft Office proficiency
  • G Suite proficiency
Why Loan Market Group is partnering with Hatch on this role. Hatch exists to level the playing field for people as they discover a career that's right for them. So when you apply you have the chance to show more than just your resume.

A Final Note: This is a role with Loan Market Group not with Hatch.

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