Mortgage Broking Client Manager

Elevate client experiences as a Mortgage Broking Client Manager in Hamilton, focusing on loan application support and compliance. You’ll collaborate with advisers and clients to ensure seamless service delivery. We’re searching for a dedicated Client Manager to enhance our mortgage broking operations. This role is ideal for someone who is organised and excels in a rapid‑paced environment, managing multiple priorities while ensuring the utmost client service.

Your role will involve direct communication with clients, effective management of loan processes, and compliance adherence as you liaise with various industry stakeholders.

• Serve as primary contact for home loan clients
• Deliver explicit updates and assist with inquiries
• Help advisers track and submit loan applications
• Verify and manage client documentation effectively
• Coordinate with lenders and other parties for effective settlements

• Strong organisational skills and attention to detail
• Experience in financial services or mortgage broking (preferred)
• Familiarity with home loan lending processes
• Proficient in CRM platforms and Microsoft Office
• Committed to delivering quality customer service

Be a part of our supportive team, driving impactful client outcomes in mortgage broking.