Company Description The Mortgage Coach is an independent, relationship-focused mortgage advisory service supporting homebuyers and brokers across Australia. Built on 27 years of industry experience, it has been founded by a professional who has owned and managed multiple mortgage franchises and written more than $500 million in loans.

The Mortgage

Coach specializes in explicit, honest guidance that prioritizes client interests, helping individuals structure loans effectively and pay down mortgages faster. The company challenges traditional, sales-driven mortgage broking by focusing on education, transparency, and answering client questions thoroughly. Team members join a mission-driven environment that aims to redefine how Australians make one of their biggest financial decisions.

Role Description The Relationship Manager is a remote, contract role responsible for nurturing and managing relationships with clients and broker partners. This role includes responding to inquiries, clarifying mortgage concepts, and providing timely, accurate information to support confident decision-making.

The Relationship

Manager will schedule and follow up on consultations, maintain detailed records of client interactions, and coordinate with internal stakeholders to ensure a seamless client experience. Daily activities include proactive outreach, monitoring client satisfaction,



identifying opportunities for additional support or education, and escalating complex issues when needed. The role requires consistent, professional communication aligned with The Mortgage Coach’s values of transparency, trust, and long-term relationships.

Qualifications

- Strong relationship management, client service, and stakeholder communication skills, with a focus on building trust over time.
- Solid understanding of mortgages, home lending processes, and basic financial concepts, or a demonstrated ability to quickly learn complex financial topics.
- Excellent verbal and written communication skills, including the ability to explain financial information in clear, accessible language.
- Organizational and time-management skills, including managing multiple client interactions, follow-ups, and documentation in a remote setting.
- Proficiency with online communication tools, CRM or client tracking systems, and comfort working independently in a remote environment.
- Prior experience in mortgage broking, financial services, banking, or a client-facing advisory role is highly beneficial.
- Demonstrated integrity, discretion, and a commitment to non-discriminatory, inclusive service for clients from diverse backgrounds.
- Relevant education in business, finance, or a related field, or equivalent professional experience.

📌 Relationship Manager (Australia)
🏢 The Mortgage Coach
📍 Australia