Client Services Manager

1 hour ago

Brisbane, Queensland, Australia Walker Hill Full time $60,000 - $90,000 per year

About the Company

Join the Dream Team Walker Hill specialises in providing accounting, digital marketing, and financial solutions to our clients to help businesses make it count

About the Role

We have an exciting opportunity for a Client Services Manager (Mortgages) to join our growing team of mortgage specialists. In the role, you will deliver a seamless operation by providing high-quality, efficient administrative support to our brokers and clients. You will be surrounded by a team of dedicated and supportive professionals.

How we do it differently

  • You'll have access to a clear career pathway and continuous professional development opportunities.
  • We believe in nurturing talent and promoting from within our team.
  • Join a supportive and collaborative team that values you and your contribution.
  • Enjoy flexible working, including flexi hours and work from home options (2 days/week) after probation.

Responsibilities

  • Ensuring the accurate and efficient post-lodgement file management for multiple loan applications from lodgement through to settlement. .
  • Collating loan documents and supporting documents.
  • Coordinate settlements between incoming and outgoing lenders and settlement agents.
  • Maintaining client files and ensuring compliance with all regulatory requirements
  • Managing Client Reviews – Annual, Fixed Expiry and repricing.
  • Processing a high degree of data entry, including maintaining data management systems (e.g., accurately entering client information, electronic filing documentation).
  • Leading process improvement initiatives by establishing office procedures to increase efficiencies and complying with relevant internal and legislative requirements.
  • Communicating with clients, lender partners and business contacts (e.g., Solicitors, real estate agents, accountants).
  • Maintaining and building client relationships - helping to achieve 5-star reviews by your exceptional service standards.

What we need from you

  • Previous loan processing experience desirable but not necessary
  • Meticulous attention to detail, with the ability to work accurately and efficiently under pressure.
  • An analytical, structured, process-orientated and organised approach to completing work.
  • Be proficient with Microsoft Office, Adobe and ability to learn mortgage CRM software
  • Be a self-starter, who has high standards and sets themselves goals and goes about achieving them.
  • Demonstrate a strong customer focus with a positive, can-do attitude.
  • Be able to work autonomously, use initiative and understand the impact of your actions on the progress of a loan application.
  • Fantastic verbal and written communication skills.
  • Ability to multitask and meet deadlines and exceptional time management.
  • Able to adapt to and learn changes in technology and our processes.
  • An interest in learning more about finance.
  • Must be based in Brisbane.

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