Client Services Manager - Mortgage/Lending (014-603)

​​Looking for Philippines-based candidates

Job Role: Client Services Manager

Compensation range: $1,700 AUD - $2,000 AUD / Monthly

Engagement type: Independent Contractor Agreement

Work Schedule: This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday) for collaboration, but as a contractor, you’ll have flexibility in how you manage your time.

Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be engaged directly by the client as an independent contractor. We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home.

Who The Client Is: A well-established financial services network that supports a large community of independent advisers across Australia and internationally. With a strong focus on client experience, compliance, and operational excellence, the business provides technology platforms, lender access, and back-office support that enable advisers to deliver tailored lending solutions. 

Role Overview: We are seeking an experienced and detail-oriented Client Services Manager to support brokers by managing loan applications from submission through to settlement. This role plays a critical part in ensuring smooth processing, accurate documentation, and consistent communication between clients, lenders, and brokers.

The ideal candidate is highly organized, proactive, and confident working within CRM systems in a fast-paced mortgage or finance environment.

Key Responsibilities: 

Loan Processing & File Management

• Manage loan files from submission through to approval and settlement.
• Ensure all supporting documents are complete, compliant, and accurately recorded.
• Track application progress and proactively follow up outstanding requirements.

Client & Lender Communication

• Liaise with lenders and clients to facilitate progress.
• Provide clear updates to clients regarding milestones, requirements, and timelines.
• Maintain professional relationships with lender representatives.

Broker Support

• Keep brokers informed with timely and proactive status updates.
• Flag risks, delays, or issues early and propose solutions.
• Assist with administrative tasks related to loan processing as required.

CRM & Compliance

• Maintain accurate and up-to-date records in the CRM system.
• Ensure all notes, documents, and communications are logged correctly.
• Support compliance requirements and internal process standards.

Required Skills and Qualifications:

• Proven experience in mortgage broking, lending support, or financial services administration.
• Strong understanding of the loan lifecycle (submission to settlement).
• Excellent organizational and time-management skills.
• High attention to detail and accuracy in documentation.
• Strong written and verbal communication skills.
• Experience using Loan Market/LMG CRM is highly preferred.

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to:

• Disclose any existing ongoing roles or client work
• Reflect this engagement on their LinkedIn profile (clearly marked as “Independent Contractor”)