Mortgage Client Liaison & Onboarding Specialist

D2B; United States; Remote; USD 13,000 - 20,000; Full time

Job summary

D2B is seeking a Client Liaison Officer to manage the client journey from inquiry to settlement. You will coordinate communications, collect and validate documents, and drive file progress through the pipeline.

Responsibilities include client contact, onboarding, CRM management, and handover to credit analysts, with a focus on accuracy and timely settlements. This role requires 3–5 years in AU mortgage broking or loan processing and strong MS Office proficiency.

Qualifications

• 3–5 years of AU mortgage broking or loan processing experience.
• Experience using Mercury CRM is essential.
• Strong communication skills (verbal and written).
• High attention to detail and excellent organisation.
• Ability to manage multiple files and follow up consistently.
• Proficiency in Microsoft Office, Teams and SharePoint.

Responsibilities

• Coordinate client contact and book appointments for brokers.
• Guide document collection and onboarding within a 5–7 day window.
• Maintain accurate CRM records and track file progress.
• Support handover to credit analysts with complete files.
• Assist clients through to settlement after approval.

Skills

Client communication

CRM management

Document handling

Attention to detail

Multitasking

Education

Certificate IV in Finance and Mortgage Broking

Tools

Mercury CRM

Microsoft Office

Teams

SharePoint

Job description

D2B is seeking a Client Liaison Officer to manage the client journey from inquiry to settlement. You will coordinate communications, collect and validate documents, and drive file progress through the pipeline.

Responsibilities include client contact, onboarding, CRM management, and handover to credit analysts, with a focus on accuracy and timely settlements. This role requires 3–5 years in AU mortgage broking or loan processing and strong MS Office proficiency.