Client Service Manager
Listed on 2025-09-17
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Finance & Banking
Business Administration, Risk Manager/Analyst
== Loan Market Group ==
Role Seniority - junior, mid level
More about the Client Service Manager role at Loan Market Group
Client Service Manager
Loan Market
3.727 reviews
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Richmond, Melbourne VIC (Hybrid)
Client Services (Banking & Financial Services)
Full time
$75,000 – $85,000 + super per year
Posted 6h ago
About Us
At Loan Market, we’re passionate about helping clients achieve their financial goals through expert advice and personalised service. As one of Australia’s largest and most recognised broker groups, we combine the strength of a trusted national brand with the care and commitment of a local business.
Our culture is collaborative, supportive, and focused on achieving outstanding results – while ensuring a strong work-life balance.
About the Role
We’re seeking an experienced Client Service Manager with solid credit knowledge and end-to-end loan processing expertise.
This is a hands-on role for someone who has worked in a mortgage brokerage and can confidently manage the full lending process – from credit proposals and serviceability assessments to lodgement in AOL and settlement.
You’ll be an essential part of a high-performing, close-knit team where your ability to work independently and deliver exceptional client outcomes will be highly valued.
Key Responsibilities
Client Support: Coordinate and confirm client appointments, conduct discovery calls, manage broker diaries, and follow up on documentation before and after meetings.
Deal Support: Assist with pricing and valuations, prepare files for credit, manage fixed rate tasks, oversee settlement and approval processes, and keep CRM records up to date.
Client Care & Retention: Conduct regular rate review calls, arrange client review appointments, and support client gifting and referral programs.
Office & Admin Management: Oversee office supplies and upkeep, manage business expenses, coordinate meetings, and help celebrate team milestones.
Executive Support: Manage the Director’s emails and calls, maintain filing systems, and ensure compliance through monthly file audits.
About You
Minimum 2 years’ experience in a similar role within a mortgage brokerage (loan processing, settlements, client services, credit management)
Strong knowledge of credit policy, serviceability, and AOL lodgements
Confident working independently and managing your own pipeline
High attention to detail and strong communication skills
Proficient in MyCRM (or similar broker platforms), Microsoft Office, and G Suite
Proactive, solutions-focused, and a genuine team player
Ready to join a business that truly values your experience?
Click Apply Now – we’d love to connect with you.
Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Loan Market Group team will be there to support your growth.🟢 Please consider applying even if you don't meet 100% of what’s outlined 🟢
Key Responsibilities
- 📅 Coordinating client support
- 🔍 Assisting with deal support
- 🤝 Conducting client care and retention
- 💳 Credit knowledge
- 📄 Loan processing expertise
- 🗣️ Communication skills
- 💻 Proficiency in MyCRM
- 📊 Microsoft Office proficiency
- ☁️ G Suite proficiency
A Final
Note:
This is a role with Loan Market Group not with Hatch.
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