Mortgage Client Services & Settlement Specialist

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

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.