Account Manager

Opportunity to deepen lending expertise working with high-net-worth clients Your new company
Join a top-tier, award-winning mortgage brokerage with a strong reputation in the market for delivering high-quality lending solutions and exceptional client service. Operating within a broader financial services environment, the business offers a collaborative and structured team culture, working with a sophisticated client base including high-net-worth individuals and property investors. With consistent deal flow and an established presence in the Sydney CBD, this organisation is focused on quality lending over volume, providing exposure to more complex and rewarding scenarios.
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

What you'll get in return

• This is a true end-to-end role, combining client-facing exposure with strong technical lending development.
• No sales KPIs or requirement to generate your own business
• Exposure to high-net-worth clients and more complex lending scenarios
• Lower volume, higher-quality deals, not a high-pressure environment
• Structured training, systems, and ongoing support
• Clear career progression

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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