Client Service Assistant Manager

THE OPPORTUNITY

Our client is an established brokerage based in the heart of the Sydney CBD, operating for almost five years with a strong focus on residential home loans. They are a close-knit team of four and continue to grow steadily due to their expanding client base.

As part of this growth, they are seeking a Client Service Assistant Manager to join their team. In this role, you will support the business by ensuring exceptional service delivery, maintaining high attention to detail, and taking ownership of client-related tasks and responsibilities. You will also work closely with clients, brokers, and internal stakeholders to ensure a seamless and efficient experience.

The position follows a permanent work-from-home setup with work hours from 6:00 AM to 3:00 PM PHT.

Key Responsibilities

• Oversee the full post-approval process, including sending detailed approval and pre-approval confirmations to clients, ensuring MYCRM and broker updates are accurate, managing all settlement conditions with both clients and banks, and coordinating closely with the conveyancer throughout each stage.
• Supporting clients in completing loan documents and ensuring they are saved and filed correctly, continuously updating MYCRM with key milestones such as settlement dates and required documentation.
• Request and manage all valuations
• Complete and manage all pricing requests with banks, including escalations
• Prepare FHOG and Discharge Authority forms
• Manage all client half-yearly and annual reviews
• Proactively moving each deal through the pipeline from approval to settlement to ensure a smooth and timely completion
• Provide general support and coverage to all team members, assisting where needed
  
  
  

• Bachelor’s degree in Finance, Business Administration, Economics, Accounting, or a related field.
• Minimum of 2 -3 years of experience supporting and working with an Australian-based mortgage broker.
• Strong written and verbal communication skills, demonstrated through professional email correspondence and client phone interactions.
• Ability to perform effectively in a high-pressure, fast-paced environment while maintaining accuracy and professionalism.
• Well-presented, detail-oriented, and committed to delivering high-quality client service.
• Solid understanding of the end-to-end home loan process, from initial inquiry through to settlement.
• A strong team player with a proactive attitude and a solid work ethic.
• Tech-savvy, with the ability to quickly learn and adapt to new software and CRM systems.
• Highly organized, with proven capability in multitasking and managing competing priorities.
• Mortgage or finance-related qualifications are an advantage.
  
  
  

• A Great Place to Work certified company environment.
• A diverse, inclusive, and supportive company culture.
• Competitive remuneration.
• Opportunity to collaborate and work with global clients and stakeholders.
• Medical benefits.
• Great Paid Leave entitlements.
• Team outings, travel opportunities, company parties/events, and other exciting activities.
• Exposure to an international environment, working with people across Malaysia, Vietnam, the Philippines, Thailand and Australia.
• Industry and role-related training.
• Ongoing career opportunities.