Client Manager in Mortgage Broking

Join our mortgage broking team as a Client Manager, focusing on delivering exceptional client experiences from application to settlement. This role involves coordination with advisers and clients to ensure smooth loan processes.

We are looking for an organised, customer-focused Client Manager to join our Hamilton office. In this pivotal financial services position, you will support advisers, manage loan applications, and maintain compliance. Your communication skills and attention to detail will be key as you interact with various stakeholders including lenders and real estate agents.

Key Responsibilities:

• Act as primary contact for clients during loan processes

• Provide timely updates and respond to client inquiries

• Assist advisers in preparing and submitting loan applications

• Collect and manage client documentation per requirements

• Liaise with stakeholders to ensure smooth settlements

Requirements:

• Strong organisational skills with attention to detail

• Background in Finance, Accounting, or related field

• Understanding of home loan products and processes

• Proficiency in CRM systems and Microsoft Office

• Customer-centric mindset and ethical standards

Bring your skills and passion for client service to our fast-growing mortgage broking team.
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