Relationship Manager | Specialist Lending, Brisbane | Hybrid WFH

Arete Executive

Brisbane

Hybrid

AUD 90,000 - 130,000

Full time

5 days ago
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Benefits offered by this job

Hybrid work arrangement

Job summary

Arete Executive is seeking a Relationship Manager for Specialist Lending in Brisbane. The role emphasizes converting warm enquiries into settled loans, managing the broker and direct customer journey, and delivering fast, reliable outcomes.

You will operate in a lean, entrepreneurial lender environment that values speed and practical lending solutions. You will own the process from enquiry to settlement, maintain CRM discipline, and work closely with the Director to drive growth.

Qualifications

  • Excellent communication and organisational skills.
  • Experience handling multiple files and keeping deadlines.
  • Background in lending, banking, broking or related work is preferred but not essential.

Responsibilities

  • Qualify warm enquiries from brokers and direct customers and move to approval and settlement.
  • Own the end-to-end loan journey from enquiry to settlement.
  • Maintain accurate CRM records and follow up on documents and milestones.
  • Collaborate directly with the Director and senior decision makers with minimal handoffs.
  • Balance remote/hybrid work with two days per week in the Brisbane CBD office.

Skills

Excellent communication
Organised and proactive
Relationship building
Follow-through
Multi-deal management

Tools

CRM software
Loan processing systems

Job description

Relationship Manager | Specialist Lending, Brisbane | Hybrid WFH
  • New role working warm, marketing-fed leads
  • Lean, growing lender. Lending background optional
  • Own every deal from enquiry to settlement
  • Hbrid WFH role with 2 days in CBD
  • Permanent full time role. Option for immediate casual
About the Company and Opportunity

Our client is a specialist non-bank lender providing property-backed finance for business purposes. It is lean, commercial and entrepreneurial, with a small close-knit team that wins on speed, flexibility and practical, commercially assessed lending for borrowers who need a more agile funding partner than the banks. Having built its name in development funding, the business is now expanding into broader property-backed lending and refinance solutions, opening up new ways to support customers well beyond their first facility.

This Relationship Manager role is newly created to convert and nurture the growing volume of leads coming through the business’s marketing channels. This is not a hunting role. Warm enquiries from brokers and direct customers come to you. Your job is to qualify them, engage with the right people and move every opportunity to a clear outcome, chasing the documents and information needed to approve and settle each loan. You will work directly with the Director and decision makers, with no corporate layers between you and a yes.

While the permanent appointment is made, our client is also open to an interim or casual Relationship Manager to help manage current volume. If you can start soon and want a short-term or flexible engagement, we would like to hear from you.

In your first six months you will learn the products, assessment process and settlement requirements inside out, and set up a structured rhythm for following up every lead, with offers chased weekly and settlement documents daily. You will turn a meaningful share of enquiries into lodged applications, keep the CRM accurate from first contact to settlement, and build early credibility with brokers through fast responses and reliable follow-through. You will also feed back what you see on lead quality, conversion blockers and the causes of delay.

You will continue to convert enquiries into settled loans at a strong, measurable rate, materially reduce the time from application to settlement, and build a portfolio of broker and direct customer relationships that come back with repeat business. You become the trusted, go-to contact across the life of each loan and whatever the customer needs next.

About You

You are a highly organised self-starter and a superb communicator who has done this before in a role where accuracy, follow-through and people all mattered. That might be lending, banking, broking or loan processing. Equally, it might be legal, medical, banking support, executive assistant or senior sales support work. Industry experience is an advantage but not essential. A strong work ethic, a confident phone manner and excellent organisational skills matter more.

You have dealt confidently with senior professionals, communicating clearly and credibly with directors, brokers, lawyers and business owners. You have managed many files, matters or deals at once and kept every one moving by chasing several parties for documents and information without letting anything slip. You have built trusted relationships with clients or stakeholders that lasted beyond a single transaction, and you are comfortable picking up the phone to keep things on track. You have kept systems and records disciplined, juggled competing deadlines with sound judgement, and kept expectations clear for everyone involved. You take the initiative without waiting to be asked, you learn quickly, you are resilient and persistent, and you are as comfortable working autonomously as you are collaborating with a small team. This is a hybrid role with two days a week in the Brisbane CBD office.

What’s on Offer

A flexible role working from your home office, with 2 days per week in CBD offices. This is a rare chance to step into specialist lending with an entrepreneurial business that has a clear niche and plenty of room to grow, working off warm leads rather than cold calls. You will own the broker and customer journey from first contact to settlement, build your own portfolio of relationships over time, and gain exposure to a broad range of property-backed and development lending. There is strong earning potential through a performance-based structure, flexible working and direct access to senior leadership in a business that moves quickly and backs its people. For the right interim or casual candidate, there is also a chance to get in early and help shape how the role runs.

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