We are a thriving mortgage broking business with a strong focus on home loan refinancing and debt consolidation. Backed by a consistent and robust lead flow from our sister asset finance business and our own self-generated channels, we are entering an exciting phase of growth.

We are seeking a highly capable and experienced Client Services Manager (CSM) to take complete ownership of the processing side of our Mortgage Broking business. In this crucial role, you will coordinate deals from the broker post-appointment call, right through to settlement.

About the Opportunity

We are a thriving mortgage broking business with a strong focus on home loan refinancing and debt consolidation. Backed by a consistent and robust lead flow from our sister asset finance business and our own self-generated channels, we are entering an exciting phase of growth.

About the role

You will manage the operational side of the business, supporting the Principal Mortgage Broker in collecting customer data and packaging all documents ready for submission. Your core responsibilities will include:

- Client Experience: Act as the primary, trusted point of contact for clients post-appointment
- Document Collection: Proactively collect, and verify all necessary supporting documentation for loan submission (payslips, bank statements, ID, etc.).
- Fact-Finding: Complete comprehensive fact-finds with customers to ensure accuracy and compliance
- Deal Packaging: Packaging loan files end-to-end, ensuring they are compliant and ready for the broker to build the "game plan" and lodge
- Stakeholder Management: Liaise with banks, lenders, solicitors,



and other third parties to keep files moving efficiently through to settlement
- Pipeline Management: Keep the CRM system up to date, ensuring accurate workflows

About You

We are looking for an experienced Client Service professional who can manage the operational process with minimal supervision and be a trusted business partner. You value quality over quantity, are highly organised and thrive in a busy, fast-paced environment.

Our ideal candidate possesses:

- Proven Experience: A solid background in financial services lending, and client services —ideally with deep exposure to home loans, refinancing, and debt consolidation.
- Industry Knowledge: Demonstrable expertise of the residential loan process, lender requirements and compliance standards
- Tech-Savvy: Confident in navigating aggregator and CRM software (experience within an LMG or MyCRM is ideal)
- Exceptional Communication: Proficient client coordination skills and a genuine passion for delivering outstanding customer service
- Organisation: Reliable attention to detail, with the proven ability to manage competing priorities and a busy pipeline independently

Why join us?

- Growing flexible business: Join a sustainably growing business with the prospect of growing the CSM team further and building your career
- Own the operational process: Coordinate and manage the operational process fully and autonomously, improving it how you see fit
- Dynamic Environment: Full-time stability in a growing business.

Note: There is potential for occasional weekend work to support our sister asset finance business. Any weekend work will be fully compensated with days in lieu.

#J-18808-Ljbffr

📌 Client Services Officer (Bankstown)
🏢 Loan Market
📍 Bankstown