Summary: Join a team as a Client Manager to support clients in their home ownership journey by managing relationships, assisting with loan applications, and ensuring compliance in a fast-paced financial services environment. Highlights: 1. Help clients achieve home ownership dreams 2. Key link between clients, brokers, and lenders 3. Supportive team valuing professionalism, growth, and client success Client Manager Location: Hamilton Reports To: Senior Mortgage Broker / Regional Manager Join the team and help clients achieve their home ownership dreams! Our client is looking for a Client Manager who is passionate about delivering exceptional service and thrives in a fast-paced financial services environment. In this role, you’ll be the key link between clients, brokers, and lenders—ensuring a smooth and stress-free home loan journey. What You’ll Do - Manage Client Relationships: Be the primary point of contact, provide timely updates, and build strong connections that encourage repeat business and referrals. - Support Loan Applications: Assist brokers with preparing and submitting applications, collecting documentation, and monitoring progress to ensure timely approvals. - Ensure Compliance & Accuracy: Maintain client files in line with industry regulations, keep CRM records up to date, and support audit preparation. - Liaise with Lenders & Stakeholders: Communicate with lenders, conveyancers, and real estate agents to facilitate smooth settlements while staying informed on product changes. - Drive Process Improvements: Identify opportunities to enhance client service and operational efficiency. What We’re Looking For - Background or degree in Finance, Economics, Accounting, or related field (preferred). - Understanding of home loan products and lending processes. - Experience in mortgage broking, banking, or financial services (preferred but not essential). - Excellent communication skills and attention to detail. - Ability to manage multiple tasks and work independently. - Proficiency in CRM systems and Microsoft Office. - Certificate IV in Finance and Mortgage Broking (desirable but not essential). Key Attributes - Customer-focused and proactive. - Solution-oriented with a collaborative mindset. - Strong time management and organisational skills. - Committed to compliance and ethical standards. Why Join the Team? You’ll be part of a supportive team that values professionalism, growth, and client success. If you’re ready to make a real impact and build a rewarding career in mortgage broking, we’d love to hear from you. Apply now and help us create exceptional client experiences!
Trademe · HR
Trademe · HR
