About UsVisionary Finance Group is a Brisbane-based team of dedicated mortgage brokers, providing personalised financial solutions for home, car, and personal loans.
Our mission is to help clients turn their property dreams into reality, and we take pride in delivering exceptional service across the city—from Bracken Ridge to Burpengary, to Mt Gravatt, and everywhere in between!
With a close-knit team of 7 brokers and broker support staff, we foster an inclusive environment with a fantastic culture.The RoleWe're on the lookout for an experienced and customer-focused Client Service Manager to join our team at Mt Gravatt.
In this role, you'll be the key point of contact for clients, ensuring their needs are met efficiently and with care.
You'll work alongside our brokers to provide the best financial solutions and help clients navigate their loan journey, from initial inquiry to settlement.What You'll DoBe the first point of contact for client inquiries, providing exceptional customer serviceAssist brokers in preparing loan applications and managing client documentsLiaise with lenders, clients, and third parties to ensure a smooth loan processManage client communications, keeping them updated throughout their journeyMaintain accurate records in our CRM systemContribute to our positive team culture and support your colleagues as neededWhat We OfferSupportive, inclusive workplace with a focus on work-life balanceOpportunities for training and professional developmentWork-from-home options after the probation periodA collaborative team where your contributions are valuedA chance to be part of a growing business passionate about making a differenceAbout YouPrevious experience in client services, customer support, or a similar roleStrong communication and organisational skillsAbility to manage multiple tasks in a fast-paced environmentExperience in the finance or mortgage industry is a plus but not essentialTech-savvy with knowledge of CRM systemsPositive attitude, team player, and a passion for helping clients achieve their financial goalsHow To ApplyIf you're ready to join a friendly, dynamic team and make an impact on our clients' lives, we'd love to hear from you!
Apply today with your resume and a cover letter outlining why you're the perfect fit for Visionary Finance Group.
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