Client Manager / Lending Support Coordinator

Acworth Recruitment; Brisbane; Hybride; AUD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Hybrid work option

Competitive salary

Exposure to AI and automation projects

Collaborative team environment

Career growth opportunities

Résumé du poste

SW Brokerage (SWB) is a team of finance specialists backed by 60+ lenders, delivering tailored home, business and specialist lending solutions. We seek a Client Manager / Lending Support Coordinator to enhance client experience, coordinate settlements and support growth across the team.

You’ll work with directors, brokers and offshore staff to keep settlements moving, maintain records, and identify efficiencies using AI and automation to improve the client journey.

Qualifications

• Strong client service and relationship management skills.
• Excellent organisation and coordination abilities.
• Clear and confident communication with clients, brokers and internal teams.
• Proactive follow-up on outstanding tasks and progress.
• Attention to detail and accurate record-keeping.
• Familiarity with CRM/workflow tools; MyCRM and Monday.com are advantageous.
• Interest in AI, automation and improving business processes.

Responsabilités

• Coordinate the end-to-end settlement process with clients, brokers and stakeholders.
• Build and maintain strong client relationships to support retention after settlement.
• Coordinate client retention activities including follow-ups and AI-assisted communications.
• Liaise with clients, lenders, referral partners, brokers and offshore support staff to progress activities.
• Support directors and brokers with day-to-day coordination, administration and follow-up.
• Work with offshore support to maintain consistent service standards and workflows.
• Maintain accurate client records, notes, tasks and settlement details in MyCRM.
• Utilise MyCRM and Monday.com to manage workflows and improve visibility.
• Monitor settlement activity and reporting for performance.

Connaissances

Client relationship management

Organisation & coordination

Communication skills

Attention to detail

Proactive task follow-up

Tech affinity / AI interest

Outils

MyCRM

Monday.com

Description du poste

Client Manager / Lending Support Coordinator

SW Brokerage (SWB) is a team of finance specialists backed by 60+ lenders, having secured more than $1 billion in finance for Australians - from their first home to their next business venture.

Built around the belief that finance should feel personal, SWB provides clients with direct access to senior lending expertise, ongoing support beyond settlement and recommendations based on their individual goals - not simply the products of one bank.

The team delivers tailored finance solutions across home, business and specialist lending, combining expert advice, competitive lending options and smart technology.

SWB has also been recognised among Australia's Top 100 Mortgage Brokers for 2025 and 2026, reflecting its commitment to trusted financial guidance and quality lending outcomes.

About the Role

SW Brokerage is seeking a proactive, organised and relationship-focused Client Manager / Lending Support Coordinator to help strengthen the client experience and support the continued growth of the business.

This is a varied, hands-on role that brings together client relationship management, settlement coordination, broker support and office operations. You'll play an important part in ensuring clients receive consistent communication and support throughout the lending journey and, importantly, remain connected with SWB long after settlement.

Working closely with the directors, brokers, internal team and offshore support staff, you'll help keep settlements moving, maintain accurate systems and records, coordinate retention activities and identify opportunities to make processes more efficient.

We're looking for someone who takes ownership, communicates confidently and enjoys making things happen. You'll be comfortable juggling competing priorities, following through on commitments and finding practical ways to improve how the team works.

You'll also have the opportunity to help SWB make better use of technology, automation and AI to streamline workflows and deliver an even better client experience.

Key Responsibilities

• Coordinate the end-to-end settlement process, maintaining clear communication with clients, brokers and other stakeholders.


• Build and maintain strong client relationships, supporting retention and ongoing engagement beyond settlement.


• Coordinate client retention activities, including follow-up calls, text messages and AI-assisted communications.


• Liaise with clients, lenders, referral partners, brokers and offshore support staff to keep activities progressing.


• Support the directors and brokers with day-to-day coordination, administration and follow-up.


• Work closely with the offshore support team, coordinating workflows and maintaining consistent service standards.


• Maintain accurate and up-to-date client records, notes, tasks, pipeline information and settlement details in MyCRM.


• Use systems such as MyCRM and Monday.com to manage workflows, improve visibility and support accountability.


• Monitor settlement activity, retention outcomes and relevant performance measures, providing updates and reporting as required.


• Identify opportunities to improve processes, introduce efficiencies and make better use of automation and AI tools.


• Assist with business growth initiatives and activities that strengthen client relationships and referral opportunities.


• Help maintain high standards of service, data accuracy and compliance across the business.

About You

You're someone who enjoys being at the centre of a busy operation, connecting people, keeping things organised and ensuring nothing falls through the cracks.

You'll ideally bring:

• Strong client service and relationship management skills, with the ability to build trust and maintain regular communication.


• Excellent organisation and coordination skills, with the ability to manage multiple tasks and competing priorities.


• Confidence communicating with clients, brokers, lenders, referral partners and internal teams.


• A proactive approach to following up outstanding tasks and ensuring matters progress.


• Strong attention to detail and a commitment to accurate record-keeping.


• Experience using CRM systems and workflow management tools; MyCRM and Monday.com experience would be advantageous.


• Confidence using technology and an interest in AI, automation and improving business processes.


• The ability to work independently, take ownership and use initiative while contributing to a collaborative team.


• A practical, positive and solutions-focused attitude.


• Exposure to residential lending and mortgage brokerage will be HIGHLY Regarded - perhaps you have purchased and sold property.

What's on Offer

• Full-time Milton based role with one day of hybrid working from home (following appropriate training and induction)


• A varied role with genuine responsibility and the opportunity to make a difference


• Work alongside experienced finance specialists in a growing brokerage


• Exposure to modern systems, AI and automation initiatives


• The opportunity to help improve processes and shape the client experience


• A collaborative environment where initiative, accountability and contribution are valued


• An attractive salary will be offered based on experience