Mortgage Client Services Specialist

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 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.