Banking/Insurance Operations

Client Account Manager


$50,000 to $75,000



Job Type


Job Ref

Date Posted

Wed, 3rd August 2022

Opportunity to Work in a Rapidly Growing Organisation
Diverse Role with Plenty of Growth Opportunities
Beautiful North Sydney Location
Great opportunity to join a rapidly growing non-bank lender as a Client Account Executive.

Mars Recruitment is partnered with a rapidly growing non-bank lender who is expanding the team and is looking for a Client Account Executive to come onboard. Working directly with the CEO/Founder, you will be responsible for responding to client enquiries, reviewing and approving loan applications and performing ad-hoc tasks.

Role & Responsibilities

  • Processing commission advance (loan) applications
  • Verifying that loan documents are correct and present for each application
  • Following strict approval processes when assessing each application
  • Liaising with internal team members and clients to ensure the smoothness of the entire application process
  • Attend to all customer enquiries (either by phone or via email)
  • Maintain accurate records and data entry into the CRM as required
  • Manage loan administration post-settlement
  • Assist in the deployment and testing of a new CRM system
  • Supervising settlements and managing overdue loans and collections

Skills & Experience

  • Minimum of 1+ years’ experience in finance, accounting, or the real estate industry
  • A tertiary qualification in Business Studies or Real Estate or a similar discipline.
  • Organisation skills and strong attention to detail
  • Strong computer literacy and data entry skills
  • Excellent communication skills, both written and verbal

Additional Benefits

  • Pre-employment and on-the-job training
  • Friendly and supportive team environment
  • A promising career prospect – this company is in phase of expansion and is full of opportunities

If you are a suitable candidate for this position and have the relevant experience, please contact 02 9003 4928 or send your resume to [email protected]

Please note that all applications will be handled in the strictest of confidence.

Job Application
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