Customer Service Manager - Broker Support

Mildura

M Group Lending Mildura is currently seeking a Client Service Manager to join the Lending team. Applicants require a high customer focus, lending or banking experience.

M Group are a busy, well-established business who provides an extended range of specialised services including Accounting, Financial Planning, Legal, Lending 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 FS360 program assists our clients on their journey to financial security and lives at the centre of everything we do. Our team is over 230 strong, so the opportunity to learn from the many team members in our multiple divisions is beneficial to your career.

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

Responsibilities

• Assist mortgage broker to research and develop loan strategies for all loan types (home, investment, personal, equipment, business, commercial)

• Assist in the management of loan applications from start to settlement

• Assist mortgage broker with diary management and booking clients in for meetings as required

• Working closely with the broker and clients to collate and verify documents, following up on any missing information

• Follow up with lenders to track application progress

• Maintain client files and ensure compliance with all regulatory requirements

• Provide outstanding customer service via phone, and email

• Liaise with various internal divisions and external referrers to provide Broker Support for their clients. 

Required Skills

• Demonstrated experience in customer service role (essential)

• Experience working in the mortgage industry or relevant field (essential) 

• Experience using Customer Relationship Management (CRM) systems (highly regarded)

• Experience using a Workflow Management tool (Highly regarded)

• A genuine interest in the mortgage industry and helping clients achieve financial security

• Certificate IV in Finance and Mortgage Broking is not essential, however must be open to completing the course. 

Benefits

• 5th week of annual leave for all team members.

• Mentoring, training and support through our vast senior team. 

• Competitive remuneration based on experience. 

• Supportive team environment from our wide range of professionals in many different areas of expertise – great learning opportunities.

• Support for further study.

• Free counselling service.  

• Free team rewards program. 

• Delivery of dynamic & forward-thinking client service.

• Opportunities exist to move around within our nationwide office network.

Are you ready for an exciting new challenge?


To apply, please submit your application with a cover letter and résumé to marissa.ford@mgroup.partners or for a confidential discussion, please contact Marissa Ford on 0353307200.


*Previous applicants need not apply.

Why M Group?


M Group 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.