Client Services Manager
vor 3 Wochen
Join the Dream Team Walker Hill specialises in providing accounting, digital marketing, and financial solutions to our clients to help businesses make it count About the Role We have an exciting opportunity for a Client Services Manager (Mortgages) to join our growing team of mortgage specialists. In the role, you will deliver a seamless operation by providing high-quality, efficient administrative support to our brokers and clients. You will be surrounded by a team of dedicated and supportive professionals. How we do it differently You’ll have access to a clear career pathway and continuous professional development opportunities. We believe in nurturing talent and promoting from within our team. Join a supportive and collaborative team that values you and your contribution. Enjoy flexible working, including flexi hours and work from home options (2 days/week) after probation. Responsibilities Ensuring the accurate and efficient post‑lodgement file management for multiple loan applications from lodgement through to settlement. Collating loan documents and supporting documents. Coordinate settlements between incoming and outgoing lenders and settlement agents. Maintaining client files and ensuring compliance with all regulatory requirements. Managing Client Reviews – Annual, Fixed Expiry and repricing. Processing a high degree of data entry, including maintaining data management systems (e.g., accurately entering client information, electronic filing documentation). Leading process improvement initiatives by establishing office procedures to increase efficiencies and complying with relevant internal and legislative requirements. Communicating with clients, lender partners and business contacts (e.g., Solicitors, real estate agents, accountants). Maintaining and building client relationships – helping to achieve 5‑star reviews by your exceptional service standards. What we need from you Previous loan processing experience desirable but not necessary. Meticulous attention to detail, with the ability to work accurately and efficiently under pressure. An analytical, structured, process‑orientated and organised approach to completing work. Be proficient with Microsoft Office, Adobe and ability to learn mortgage CRM software. Be a self‑starter, who has high standards and sets themselves goals and goes about achieving them. Demonstrate a strong customer focus with a positive, can‑do attitude. Be able to work autonomously, use initiative and understand the impact of your actions on the progress of a loan application. Fantastic verbal and written communication skills. Ability to multitask and meet deadlines and exceptional time management. Able to adapt to and learn changes in technology and our processes. An interest in learning more about finance. Must be based in Brisbane. Seniority level Not applicable Employment type Full‑time Job function Finance and Customer Service Referrals increase your chances of interviewing at Walker Hill by 2x #J-18808-Ljbffr
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Client Services Manager
vor 3 Wochen
City of Melbourne, Österreich ACS Property Services VollzeitACS Property Services is a leading cleaning service provider across Australia, committed to excellence. Founded in 2007, our national footprint now spans 1000+ client sites and employs over 800 staff. Our company values revolve around being customer‑centric, constantly innovating, and fostering a spirit of unity – where we work as one team, one family....
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Client Services Manager
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Client Services Manager
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Client Services Manager
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Client Relationship Manager
vor 22 Stunden
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Client Service Manager
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City of Brisbane, Österreich Cartwright Jones VollzeitOur client is a national firm with a close-knit team of passionate professionals dedicated to helping ambitious Australian families take control of their financial future. Known for their tailored strategies, practical advice, and warm approach, they’ve built a reputation for excellence and a workplace where collaboration, growth, and genuine enjoyment go...
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Client Relationship Manager
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