Account Manager

Job Description

Your new role

As an Account Manager, you will work closely with experienced brokers to manage lending deals end-to-end, acting as a key point of contact for clients throughout the process and beyond. This role offers a strong balance of client interaction and technical lending work, making it ideal for someone looking to step deeper into a broking environment.

In this role, you will:

• Manage client relationships from initial enquiry through to settlement and ongoing annual reviews
• Structure and package residential and investment loan applications
• Assess income, serviceability, and financial documents (including self-employed scenarios)
• Submit deals via aggregator platforms and liaise with lenders (primarily major banks)
• Order valuations and manage applications through to settlement

What you’ll need to succeed

• Experience in residential lending (bank or brokerage)
• Strong understanding of serviceability, credit policy, and loan structuring
• Experience working with or alongside mortgage brokers (highly regarded)
• Professional communication skills and a client-first approach

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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