Client Services/Loan Processor/Settlements Officer

Tsc Mortgage Brokers; Caloundra; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Career progression opportunities

Supportive team environment

Job summary

TSC Mortgage Brokers is seeking a Client Services Officer to join our busy, supportive team in Caloundra. You will play a key role in delivering a seamless client experience from initial enquiry through settlement and beyond, liaising with clients, lenders, solicitors, and referral partners to ensure timely progress and compliance.

Ideal candidates will bring exceptional attention to detail, outstanding communication, and strong organisational skills.

Qualifications

• Exceptional attention to detail and accuracy.
• Outstanding written and verbal communication abilities.
• Exceptional organisational skills with the ability to manage multiple priorities seamlessly.
• Strong proficiency with technology, including CRM platforms, workflow systems and booking/appointment software.
• A proactive, self-motivated approach with confidence working autonomously.
• Highly developed interpersonal skills with a professional and polished manner.

Responsibilities

• Deliver a seamless client experience from initial enquiry through to settlement and beyond.
• Work closely with clients, lenders, solicitors, conveyancers and referral partners.
• Progress applications smoothly, efficiently and in line with compliance requirements.
• Manage client enquiries and onboarding from initial contact through to broker assessment.
• Collect, review and validate client information and supporting documentation.
• Prepare and maintain client files, ensuring records are accurate and compliant.
• Liaise with lenders, solicitors, conveyancers and referral partners during the process.
• Manage lender requests and approval conditions to progress applications.
• Coordinate loan pricing discounts and loan variations.
• Provide regular updates to clients and brokers on progress.
• Manage post-settlement activities, file finalisation and ongoing client support.
• Maintain accurate CRM records, workflow management and compliance documentation.
• Assist with general administration, process improvements and delivering an exceptional client experience.

Skills

Attention to detail

Written and verbal communication

Organisational skills

CRM proficiency

Autonomous work

Tools

CRM platforms

Workflow systems

Booking/appointment software

Job description

Client Services/Loan Processor/Settlements Officer

TSC Mortgage Brokers is a busy, progressive finance & mortgage broking business located in the beachside town of Caloundra on the Sunshine Coast.

As our business continues to grow, we're looking for a Client Services Officer to join our high performing support team. This is a fantastic opportunity for someone who enjoys delivering exceptional customer service, thrives in a fast paced environment, and takes pride in helping clients achieve their property and finance goals.

Whether you're currently working in mortgage broking, banking, lending support, conveyancing, administration, customer service or another professional support role, we'd love to hear from you.

TSC Mortgage Brokers is a busy, progressive finance & mortgage broking business located in the beachside town of Caloundra on the Sunshine Coast.

As our business continues to grow, we're looking for a Client Services Officer to join our high performing support team. This is a fantastic opportunity for someone who enjoys delivering exceptional customer service, thrives in a fast paced environment, and takes pride in helping clients achieve their property and finance goals.

Whether you're currently working in mortgage broking, banking, lending support, conveyancing, administration, customer service or another professional support role, we'd love to hear from you.

About the Role:

Working as part of our Broker Support Team, you will play a key role in delivering a seamless client experience from initial enquiry through to settlement and beyond. You will work closely with clients, lenders, solicitors, conveyancers, referral partners and our Broker Team to ensure every application progresses smoothly, efficiently and in line with compliance requirements.

Key responsibilities include:

• Managing client enquiries and onboarding from initial contact through to broker assessment.


• Collecting, reviewing and validating client information and supporting documentation.


• Preparing and maintaining client files, ensuring all records are accurate, complete and compliant.


• Liaising with clients, lenders, solicitors, conveyancers and referral partners throughout the process.


• Managing lender requests and approval conditions to ensure applications progress efficiently.


• Coordinating loan pricing discounts and loan variations


• Providing regular updates to clients and brokers on progress.


• Managing post settlement activities, file finalisation and ongoing client support.


• Maintaining accurate CRM records, workflow management and compliance documentation.


• Assisting with general administration, process improvements and delivering an exceptional client experience.

What We're Looking For:

Essential Skills & Experience:

• Exceptional attention to detail and accuracy


• Outstanding written and verbal communication abilities


• Exceptional organisational skills with the ability to manage multiple priorities seamlessly


• Strong proficiency with technology, including CRM platforms, workflow systems, booking/appointment software


• A proactive, self-motivated approach with confidence working autonomously


• Highly developed interpersonal skills with a professional and polished manner

Why Join TSC Mortgage Brokers?

• Positive, collaborative and supportive team environment


• Opportunity to contribute ideas and innovation to improve systems and processes


• Competitive remuneration, with salary dependent on experience


• Genuine opportunity to develop your skills and grow within the finance industry across a range of roles and career pathways

If you are driven, detail-focused, and ready to take ownership of a critical support role within a growing mortgage brokerage, we’d love to hear from you.

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