Job Description
Client Manager
Location: Hamilton
Reports To: Senior Mortgage Broker / Regional Manager
Join the team and help clients achieve their home ownership dreams!
Our client is looking for a Client Manager who is passionate about delivering exceptional service and thrives in a fast‑paced financial services environment. In this role, you’ll be the key link between clients, brokers, and lenders—ensuring a smooth and stress‑free home loan journey.
What You’ll Do
- Manage Client Relationships: Be the primary point of contact, provide timely updates, and build strong connections that encourage repeat business and referrals.
- Support Loan Applications: Assist brokers with preparing and submitting applications, collecting documentation, and monitoring progress to ensure timely approvals.
- Ensure Compliance & Accuracy: Maintain client files in line with industry regulations, keep CRM records up t...
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