Client Relationship Specialist

2 days ago

Sydney, New South Wales, Australia Propel Recruitment Full time $80,000 - $120,000 per year

COMPANY

This successful, fast growing and privately owned non-bank lender offers a range of regulated and non-regulated lending products to business owners and individuals. 

THE ROLE

As a Client Relationship Specialist in this non-bank lender, you'll act as the key point of contact for borrowers, brokers, and internal stakeholders once a loan application has been introduced.

Your role is to manage the deal through to settlement and provide ongoing support throughout the life of the loan application process. You'll proactively follow up on outstanding items, ensure timelines are met, and maintain a positive customer experience throughout the process.

You will work closely with the credit, settlements, and business development teams to deliver a seamless and timely bridging finance solution.

Specifically you will cover:

  • Pipeline Management - oversee and manage a portfolio of active applications and settled loans, ensuring all milestones and deadlines are met.
  • Customer and Broker Liaison - act as the main point of contact for borrowers and brokers post-submission, responding to queries and guiding them through the process.
  • Relationship Management: maintain ongoing relationships with borrowers and introducers, providing high-touch service and regular updates.
  • Internal Coordination - liaise with credit and settlements teams to ensure files are progressing and issues are resolved quickly.
  • Data Accuracy - ensure CRM and loan management systems are up to date

You'll know you're the right person for this role if:

1. You thrive in a highly-visible role where you are in constant communication with internal and external stakeholders

2. You have prior lending operations experience (either settlements, loan ops, discharges, broker assistant or similar)

3. You are highly organised and proactive in following up with stakeholders to make sure deadlines are met

4. You like a vibrant and social office environment and are known for your energy & proactive approach

__________________________________________________

Salary c. $95,000 including super + bonus.

Please note this role is an office-based position, 5 days per week based in the Eastern Suburbs.

To be considered hit APPLY today.

You must have current, unrestricted working rights in Australia to apply for this role.

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