Empowering people to live better, more prosperous livesAt The Loan Room, we are a growing team of mortgage and finance professionals who are passionate about helping people achieve their financial goals.
Whether it's buying a first home, renovating, refinancing, or building an investment portfolio, we're committed to guiding clients every step of the way.ABOUT THE ROLEWe are seeking an experienced mortgage professional with robust customer service skills to coordinate the settlement process.
The right candidate will have hands-on experience within a mortgage broking business and thrive in managing the transition from formal approval through to settlement, while providing long-term client support.This is a key role as The Loan Room continues to grow.
You'll work closely with a team of brokers to manage workflows, maintain proactive communication, and deliver outstanding client experiences.If you love taking ownership, driving outcomes, and building strong client relationships,



this role is for you.KEY RESPONSIBILITIESManage home loan applications from formal approval through to settlementProvide regular client updates and liaise with lenders to meet requirementsFollow detailed checklists and compliance requirements at every stageSupport team members with loan processing needsConduct post-settlement care: annual reviews, repricing, and ongoing client communicationSKILLS & EXPERIENCEMinimum 2 years' experience in mortgage processing/settlements within a brokerageThorough understanding of multiple lenders' settlement processExcellent phone manner and a passion for client engagementStrong communication skills (both written and verbal)High attention to detail and strong time management skillsAbility to thrive in a fast-paced, deadline-driven environmentSelf-motivated, positive, and proactive team playerAlignment with The Loan Room's vision and valuesPERKS & BENEFITSCompetitive salary for the right candidateRecognition of effort and achievementOngoing training, development, and career growth opportunitiesFun social events and a supportive team cultureA workplace that values both performance and enjoyment
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📌 Client Support Manager (Settlements) (Victoria)
🏢 The Loan Room
📍 Victoria