Become a key player in client success as a Client Manager in Financial Services. Deliver outstanding support throughout the home loan process while managing relationships with clients, brokers, and lenders.
You'll act as the main point of contact for clients, offering timely updates and ensuring that loan applications are prepared and submitted efficiently. Additionally, this position plays a crucial role in compliance, maintaining client records in accordance with industry standards while identifying process improvements for enhanced service delivery.
Key Responsibilities:
• Serve as the primary contact for client inquiries
• Assist brokers with timely loan application submissions
• Maintain compliance and accuracy in client file records
• Communicate effectively with lenders and stakeholders
• Drive service improvements for operational efficiency
Requirements:
• Degree in Finance, Economics, or related field preferred
• Knowledge of home loan products essential
• Previous experience in mortgage broking or banking preferred
• Excellent communication skills and attention to detail
• Proficiency in CRM systems and Microsoft Office
Impact client experiences and facilitate home ownership dreams through your proactive approach and robust organizational skills.
#J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2g966s
📌 Client Manager in Financial Services (Hamilton)
🏢 Madison Recruitment
📍 Hamilton
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.