Outsourced Experts

Multinational Companies

Client Service Manager

Views: 2447|Published on: Jun 25, 2026|

Banking / Insurance /Financial Services

+3 more

Mid Level

Full Time

Vacancy: 1

Bakhundole, Lalitpur|

Experience: More than 1 year|

Not Disclosed

Job Summary

More than 1 year of experience in client handling, strong communication skills, and the ability to work under pressure are essential for this role
The Client Service Manager will serve as the main point of contact for clients during the loan application process, ensuring compliance, managing documentation, and providing excellent customer service
This position offers opportunities for professional growth and collaboration within a supportive team environment

Job Description

Roles and responsibilities of this job

Position Summary: As a Client Service Manager at Outsourced Experts, you will be the client’s main point of contact through the loan application process from submission until post settlement. Your dedication to provide excellent customer service while ensuring compliance to Australia’s lending regulatory requirements will play a crucial role in the borrower’s customer service experience and the company’s overall performance in providing excellent customer service.

Key Responsibilities:

Key Point of Contact – Act as the client’s key point of contact thru phone calls and emails. Ensure calls are answered promptly and emails are replied to on time. This also includes reviewing and voicemails and inbox management to ensure nothing is missed.
Review Loan package – Review the loan package as presented by the analyst to determine possible issues before submitting the loan application in apply online.
Submission – Review the Apply online data to ensure the data presented in the loan package is translated correctly in apply online. This task also involves updating incorrect data in Apply online. Submit the loan application in Apply online and ensure Service level agreements are meet.
Document management – Review the documents use by the analyst to create the loan package and ensure tax file numbers are redated, the documents e.g. Payslips, savings statements and liabilities statements meet the bank policy and the banks checklist.
Compliance – Responsible for reviewing documents signed by the customer and determine if it meets regulatory requirements. This task also includes redacting tax file numbers before submitting documents to the bank
Addressing Missing Information Required – Review and address the missing information required list as may be determined by the assessors. This task involves ensuring the MIR’s are reviewed first and check that the MIR does apply before requesting any further information from the clients. If the MIR does apply, ensure the list is communicated to the clients.
Meet Deadlines – Action emails, and task promptly to ensure urgent task are prioritize and SLA’s are meet. This task involves proper management of finance clause dates, settlement dates and ensuring awareness of bank SLA’s and knowing when to follow up clients.
Customer Service – Provide excellent customer service by properly handling client queries, answering questions correctly, providing regular and relevant updates on what the client should expect, loan progress and next steps and proper handling of irate clients.
Documentation – Ensure communications with clients whether call or email are recorded in the CRM as part of internal compliance and to ensure everyone in the team can be across the file progress when needed.
Liaison – Act as the liaison officer between the client and the bank by calling the bank to check on file progress, speaking with assessors to address Missing information, speaking with the solicitors to organize settlement dates and talking to the buyers advocate when necessary.
Settlement – Be primarily responsible for organizing settlement on time as per the set date in the contract of sale or the agreed date with all parties. This involves calling the bank and client’s solicitor and other parties involved to agree and set a date for settlement.

Job Specification

Required qualifications for this job

Required Education Level:Under Graduate (Bachelor)

Required Experience:More than 1 year

Other Specification

Educational Background: Bachelor’s degree in Business Administration, Finance, or a related field.
Experience: Minimum of 1-2+ years of robust experience in Australian mortgage processing.
Communication Skills: Excellent written, verbal, and interpersonal communication skills.
Technical Proficiency: Highly computer literate with proficiency in MS Office, Nexus, Apply Online, and related business tools.
Multi-tasking & Time Management: Manage multiple tasks efficiently while meeting deadlines.
Detail Orientation: Maintain a high level of accuracy and attention to detail.

Why Join Us?

Attractive salary package and quarterly performance incentives
Secure employment with one of Australia's largest and most reputable brokerage firms
Professional work environment with a fun and collaborative culture
Career growth opportunities with paid training and development programs
Five-day work week (Monday to Friday)
Employee Referral Bonus Program
Regular employee engagement activities and team-building events
Complimentary lunch provided
SSF (Social Security Fund) benefits included as per company policy

Skills Required

Required skills for this job

Communication

Work Under Pressure

Multi-Tasking

Client Handling

Attention to Detail

Salary

Offered financial and non-financial compensation for this job

Offered Salary:Not Disclosed

Applying Procedure

Click on Login to Apply and apply to this job via your jobseeker profile with easy apply process.

Note: You need to have merojob registered jobseeker profile to apply via your profile.

Apply Before: Jul 01, 2026

About the organization

Outsourced Experts

Multinational Companies

Level 27/360 Collins Street, Melbourne, VIC, 3000, Australia

Outsourced Experts is a forward-thinking company dedicated to empowering small businesses across Australia through exceptional outsourcing services and solutions. Our mission is to help these businesses reach their full potential and we pride ourselves on offering comprehensive paid training to ensure our team members succeed. Enjoy a balanced work schedule with weekends off and be part of a dynamic team that values your growth.

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