Client Relationship Manager (Mortgages/Lending)

Loan Market; Gold Coast City; On-site; AUD 75,000 - 105,000; Full time

Benefits offered by this job

Work-life balance

Birthday leave

Annual wellness bonus

Regular team events

Team incentives

Vibrant, professional culture

Full training and development

Inclusive team environment

Job summary

Loan Market Edge is seeking a confident Client Relationship Manager to nurture client relationships after settlement, ensuring their rate, loan and lender align with their goals for life.

The role focuses on post-settlement care, follow-ups six weeks after settlement, and ongoing review of each client’s health, rates and lenders, with a culture that values collaboration and client outcomes.

Qualifications

• Experience in customer service, client care or relationship management.
• A confident, natural communicator who thrives on building lasting relationships.
• A good listener who notices the details and follows through.
• Strong organisational skills and attention to detail.
• You take ownership and drive things to a result without waiting to be asked.
• Comfortable learning new systems and technology.
• Thrives in a fast-paced, team-driven environment.
• Energetic, positive and motivated to grow professionally.
• Professional, ethical, and always putting client outcomes first.

Responsibilities

• Managing client relationships post-settlement, ensuring they receive exceptional ongoing care.
• Calling clients six weeks after settlement to make sure everything is running smoothly.
• Running annual loan health checks to ensure the rate, product and lender still fit their goals.
• Letting clients know the outcome personally, whether better rate or reassurance they are in a good position.
• Driving the fixed rate expiry pipeline so every client has a plan before their rate rolls off.
• Managing loan variations and discharges from start to finish.
• Spotting changes in clients' lives and making the introduction to the right broker when they need more.
• Taking ownership of client queries and seeing them through to resolution.
• Maintaining accurate client records and following up on reviews and milestones.
• Contributing to continuous improvement of our client care processes.

Skills

Client relationship management

Communication

Attention to detail

Ownership & initiative

Learning new systems

Team player

Professional ethics

Customer service

Job description

Client Relationship Manager (Mortgages/Lending)

Loan Market Edge is on the lookout for a confident, energetic and client-focused Client Relationship Manager to join our high-performing team. This role owns the client relationship after settlement, making sure their rate, loan and lender keep working for them and the goals they are working towards, for as long as they are with us. It is the heart of our customers for life approach.

For 16 years we have helped Queenslanders into their homes, and more than 500 of our clients have left us five-star Google reviews. Many of them thank a team member by name. In this role, that could be you.

What We Can Offer You

• Work-life balance – we respect your time and wellbeing
• Birthday leave – enjoy a paid day off to celebrate you
• Annual wellness bonus – because your health matters
• Regular team events – in-person and virtual, we love to connect and celebrate wins
• Team incentives – recognition and rewards for a job well done
• A vibrant, professional yet relaxed culture – where your ideas and energy are welcomed
• Full training and development – we will teach you the lending side
• Inclusive team environment – bring your whole self to work

Why Loan Market Edge?

We're one of the top-performing offices in the Loan Market network, driven by ambition, integrity, and a genuine commitment to client outcomes. You'll be joining a supportive team that values innovation, creativity, and community, in a business built around a customers for life approach, where looking after our clients long after settlement is one of the most important things we do.

Loan Market Edge · Client Relationship Manager Page 2

What You'll Be Doing

• Managing client relationships post-settlement, ensuring they receive exceptional ongoing care
• Calling clients six weeks after settlement to make sure everything is running smoothly
• Running annual loan health checks to make sure each client's rate, product and lender are still the right fit for their goals, and negotiating better pricing with lenders on their behalf
• Letting clients know the outcome personally, whether it is a better rate or reassurance they are already in a good position
• Driving the fixed rate expiry pipeline so every client has a plan before their rate rolls off
• Managing loan variations and discharges from start to finish
• Spotting changes in our clients' lives and making the introduction to the right broker when they need more
• Taking ownership of client queries and seeing them through to resolution, while building strong relationships
• Maintaining accurate client records and following up on reviews and milestones
• Contributing to continuous improvement of our client care processes

About You

• Experience in customer service, client care or relationship management. Experience in banking, mortgage broking or conveyancing will be looked upon very favourably
• A confident, natural communicator who thrives on building lasting relationships
• A good listener who notices the details and follows through
• Strong organisational skills and attention to detail
• You take ownership and drive things to a result without waiting to be asked
• Comfortable learning new systems and technology
• Thrives in a fast-paced, team-driven environment
• Energetic, positive and motivated to grow professionally
• Professional, ethical, and always putting client outcomes first

Ready to Make a Difference?

If you're driven to deliver great outcomes for people, take pride in doing things properly, and want to be part of a vibrant, forward-thinking team – we'd love to hear from you.