Description:
Trainee Client Services Manager – Residential Mortgage Broking
Are you looking to start a rewarding career in mortgage broking with excellent training, mentorship, and career progression? Greco Finance Co. is offering a 12 to 18-month traineeship as a Client Services Manager (CSM),leading into an experienced role within the company.
This will provide the opportunity to develop industry expertise and gain hands-on experience in residential mortgage broking and forage a career for yourself in a booming industry.
About Greco Finance Co.
At Greco Finance Co., we are committed to delivering tailored lending solutions and exceptional service to our clients. With extensive experience in mortgage broking, we specialise in helping individuals and businesses secure the best financial outcomes. Our team is dedicated to guiding clients through the lending process with expertise, transparency, and personalised service.
Why Join Us?
- Comprehensive training program with structured mentorship from experienced professionals
- Hands-on experience supporting residential mortgage transactions in a growing and dynamic business
- Competitive salary (negotiable, depending on experience) with long-term career progression opportunities
- Exposure to a professional and client-focused financial services firm
- A supportive and collaborative work environment where learning and development are prioritised
- Opportunity to complete your Certificate III in Business and further certificates may be included
About the Role
As a Trainee CSM, you will work closely with mortgage brokers to assist in managing client applications, liaising with lenders, and ensuring a smooth and efficient loan process. This role is ideal for someone new to the industry but eager to learn and develop their skills in a fast-paced financial environment.
Key Responsibilities
- Assist brokers with loan applications, documentation, and client communications
- Liaise with banks, lenders, and other stakeholders to ensure smooth loan processing
- Learn how to analyse financial documents and prepare lending proposals
- Maintain accurate client records and provide high-quality customer service
- Develop an understanding of lending policies and industry regulations
Who We’re Looking For
- A motivated and detail-oriented individual with an interest in finance and lending
- Strong communication and organisational skills
- Ability to work in a team and learn from experienced mentors
- Previous customer service or administration experience is a bonus but not required
This traineeship is an incredible opportunity for someone looking to build a long-term career in mortgage broking, If you’re eager to learn and want to work in a supportive and professional environment, we’d love to hear from you.
Apply now or reach out for a confidential discussion.