Loan Process Specialist

1 week ago

Richmond, Australia beBeeService Full time $75,000 - $85,000
Client Service Manager Job Description

We are seeking an experienced Client Service Manager to manage the full lending process from credit proposals to settlement, while delivering exceptional client outcomes.

Job Responsibilities:

  • Coordinate and confirm client appointments.
  • Assist with pricing and valuations.
  • Prepare files for credit and manage fixed rate tasks.
  • Oversee settlement and approval processes.
  • Manage CRM records and keep accurate information up to date.

Requirements:

  • Minimum 2 years' experience in a similar role within a mortgage brokerage.
  • Strong knowledge of credit policy, serviceability, and AOL lodgements.
  • Proficient in MyCRM, Microsoft Office, and G Suite.
  • Proactive, solutions-focused, and a genuine team player.

What We Offer:

  • A collaborative and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary package.

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