Client Service Manager - Broker Support

Ballarat Office

Our Ballarat Lending Division is currently seeking a Client Service Manager to join the Lending Administration team. Applicants require a high customer focus, lending or banking experience is preferred but not essential. Our experienced team can offer on the job training for the right applicant.

What We’re Looking For:


Key Attributes:

  • Values-driven – Honest, reliable and genuinely cares about people
  • Process-orientated – Highly organised with commitment to quality and pride in your work. You should be able to manage tasks from start to finish, ensuring nothing is overlooked 
  • Team-player - Ability to collaborate effectively and share your knowledge and experience with others

Key Skills:

  • Great communicator - Exceptional written and verbal communication skills with a natural ability to connect with people and build client connections with ease
  • Tech-savvy – Proficient with Microsoft Office and digital tools to manage workflow 
  • Self-motivated – Takes initiative, is eager to learn and demonstrates proactive problem-solving skills

To apply for this role, please send a covering letter and your resume to Marissa Ford.

Responsibilities

  • Collaborating with the Broker and clients to identify their home loan requirements and commence the application process. 
  • Working closely with the Broker and clients to collate and verify documents, following up on any missing information.
  • Coordinate a variety of tasks including client appointments, meetings, professional development activities as well as scheduling follow-up appointments and/or calls. 
  • Liaise with various internal divisions and external referrers to provide Broker Support for their clients. 

Required Skills

  • Certificate IV in Finance and Mortgage Broking is not essential, however must be open to completing the course. 
  • Experience working in the mortgage industry or relevant fields is desirable, though not essential. 
  • A genuine interest in the mortgage industry and helping clients achieve financial security. 

Benefits

Are you ready for an exciting new challenge?


To apply, please submit your application with a cover letter and résumé to Marissa.Ford@mulcahy.com.au or for a confidential discussion, please contact Marissa Ford on 03 5330 7200.


*Previous applicants need not apply.

Why Mulcahy & Co?


Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.


We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.


Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.