Finance Relationship Manager at Cutcher & Neale Accounting and Financial Services

Newcastle-Maitland, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

0.0

Posted On

24 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Loan Administration, Compliance Management, CRM Management, Stakeholder Liaison, Credit Process Knowledge, Lending Policy Frameworks, Written Communication, Verbal Communication, Process Improvement, Diary Management, Quality Assurance

Industry

Financial Services

Description

About Cutcher & Neale In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle. At Cutcher & Neale and BBB Partners we are True Professionals who believe in being Stronger Together by empowering our people to be their best and do their best work. We do this by providing a supportive team environment, ongoing professional and personal development opportunities, and a genuine balance between work and life commitments. Your new opportunity We’re looking for a highly organised and client-focused Relationship Manager to join our Residential & Commercial Finance team. In this dynamic role, you’ll provide critical support across the client lifecycle, helping to manage compliance processes, improve internal systems, and coordinate loan administration through to settlement. This role plays a key part in supporting our Credit Advisors to deliver excellent service outcomes to clients. With strong communication skills, attention to detail, and a passion for helping others succeed, you’ll thrive in a high-performing team where collaboration and ownership are valued every day. This role can be based in either Newcastle or Melbourne. We are open to both full-time and part-time arrangements and are happy to work with the successful candidate to design a schedule that supports both the role and the individual. What you'll do Manage portfolios including loan expiries, pricing, and annual reviews Coordinate documentation and CRM updates across the finance process Liaise with clients, lenders, advisors, and other stakeholders Manage digital compliance platforms and track deal flow Oversee final stages of finance applications including post-settlement Support compliance reporting and quality assurance processes Collaborate with wider administration team Contribute to continuous improvement and internal workflow projects Provide diary management and support to Advisors as needed What you'll bring Understanding of the credit process and lending policy frameworks Excellent written and verbal communication skills A team-first mindset and desire to support others Confidence learning new systems and managing CRMs Previous experience in a client support, finance admin, or lending environment A passion for improving processes and delivering a great client experience The ability to manage competing priorities with professionalism and care Experience with AOL and MyCRM highly regarded Ready to join us? Click Apply now, upload your resume and answer a few quick questions to help us get to know you.

Responsibilities

The role involves managing client portfolios, coordinating loan documentation, and overseeing the finance application process through to settlement. It also includes managing digital compliance platforms and providing administrative support to Credit Advisors.