Client Manager for Mortgage Services

Become a key player in our mortgage broking team as a Client Manager, based in Hamilton. Focus on providing exceptional service from loan application to settlement while ensuring compliance and efficiency.

In this role, you will be at the heart of our client interactions, guiding them through the home loan journey. We seek an organised and detail-oriented individual to collaborate with advisers, manage loan documentation, and interface with lenders and other professionals. Your ability to communicate effectively will enhance client experiences and foster lasting relationships.

Key Responsibilities:

• Lead client communications throughout application phases

• Offer timely updates and resolve client questions

• Support advisers in the loan application process

• Ensure compliance by managing essential documentation

• Facilitate communication with lenders and real estate professionals

Requirements:

• Excellent organisational skills and attention to detail

• Understanding of finance, accounting, or mortgage broking

• Familiarity with CRM systems and loan processes

• Customer-focused with a commitment to service quality

• Values compliance and ethical standards

Use your expertise to make a significant impact in our mortgage broking team.
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