Client Services Manager
Home Loans
Daniel Green Team

CLIENT SERVICES MANAGER – HOME LOANS

DANIEL GREEN TEAM

• Salary Negotiable
• James Street Precinct
• Start early 2025

Are you an experienced banker or broker support manager in need of a fresh challenge or career springboard?

Does the thought of working in a flexible, fun and highly successful team seem too good to be true? 

Grow with Green

As the Director and head commercial finance broker at the award-winning Green Finance Group, I’m currently seeking an experienced home finance professional to join my team of support staff. As a Client Services Manager you will provide residential mortgage help to borrowers who are looking for a better finance deal.

While I focus on generating and managing client enquiries, initial assessments and product selection, it’s your behind-the-scenes lending knowledge and top-notch organisational skills that will be responsible for managing the successful processing of $80+ million in home and investment loan applications annually.

Team within a Team

Green Finance Group is an industry leader in the provision of better finance solutions for business, home and personal needs. Over the last decade we have built a five-star reputation for delivering high quality information and exceptional service based on unmatched lending experience.

The broader Green Team currently consists of 20+ high-performing self-employed finance brokers and support staff over 5 offices (Fortitude Valley, Hervey Bay, Rockhampton and Cairns), with diverse finance specialties.

Our proven track record of success collectively equates to over $1 billion in client funding each year. We are a team of forward-thinking business owners who enjoy doing things a little differently, providing exceptional customer service, a supportive, not-too-serious and sometimes slightly chaotic (but productive) team culture.

About You

• Proven experience: bank or brokerage background – minimum 5 years
• Thrive when managing a high-volume pipeline ie. up to 30 applications at any one time
• Excellent communication, presentation & interpersonal skills
• Strong negotiation & problem-solving abilities
• Motivated self-starter who excels in a fast-paced, target-driven environment
• Thorough knowledge of current financial products, lending processes & regulatory requirements
• Strong working knowledge of self-employed borrower application requirements
• Willingness to embrace, learn and adapt to new technology, systems, processes and policy – fast
• Knows the importance of a good laugh, even when the pressure is on
• Is ok with dogs, ping pong, unicycles and Birkenstocks in the office environment
• A keen desire to develop a future career in mortgage broking
• Certificate IV in Finance Broking however Diploma in Mortgage Broking and Finance is preferred

Your Role

As a Client Services Manager, and effectively my right arm, you will be responsible for:

• Independently managing a pipeline of loan applications from assessment to settlement
• Preparing loan applications adhering to current compliance and regulatory requirements
• Researching & maintaining up-to-date knowledge on credit policy across a range of lenders
• Interacting with customers & lenders to obtain and supply loan information and documentation
• Negotiating with bank & lender representatives
• Staying updated on industry regulations, lending policy, procedures & market trends
• Communicating with clients, real estate agents & conveyancers with updates on the status of applications
• Devising & implementing processing efficiencies with a focus on business growth
• Work from our centrally located Fortitude Valley office – centre of the James St Precinct
• Salary is negotiable in line with qualifications

If this sounds like you, please submit your EOI via email, inclusive of your current Resume, direct to:

Daniel Green, Director
Green Finance Group
Email: click here