Post-Settlement Client Relationship Manager - Mortgages

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

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.