Client Services Officer/Administration

TSC Mortgage Brokers; Caloundra; On-site; AUD 52,000 - 78,000; Full time

Job summary

TSC Mortgage Brokers is seeking a Client Services Officer to join our busy, beachside Caloundra team on the Sunshine Coast. You will support clients from initial enquiry through to settlement, liaising with lenders, solicitors and referral partners to ensure smooth processing and compliant records.

The role requires detail-oriented, proactive individuals with strong communication skills and the ability to manage multiple priorities in a fast-paced environment.

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 and workflow systems.

Responsibilities

• 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.

Skills

Attention to detail

Written and verbal communication

Organisational skills

CRM platforms

Workflow systems

Autonomous work

Interpersonal skills

Job description

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 (or willingness to learn), 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.