Client Manager

Client Manager

Location : Hamilton

Reports To : Senior Mortgage Broker / Regional Manager

Join the team and help clients achieve their home ownership dreams!

Our client is looking for a Client Manager who is passionate about delivering exceptional service and thrives in a fast-paced financial services environment. In this role, you’ll be the key link between clients, brokers, and lenders—ensuring a smooth and stress-free home loan journey.

What You’ll Do

• Manage Client Relationships :

Be the primary point of contact, provide timely updates, and build strong connections that encourage repeat business and referrals.

Assist brokers with preparing and submitting applications, collecting documentation, and monitoring progress to ensure timely approvals.

Maintain client files in line with industry regulations, keep CRM records up to date, and support audit preparation.

Communicate with lenders, conveyancers, and real estate agents to facilitate smooth settlements while staying informed on product changes.

Identify opportunities to enhance client service and operational efficiency.

What We’re Looking For

Key Attributes

Why Join the Team?

You’ll be part of a supportive team that values professionalism, growth, and client success. If you’re ready to make a real impact and build a rewarding career in mortgage broking, we’d love to hear from you.

Apply now and help us create exceptional client experiences!

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