Customer Services Officer

Work alongside an experienced and successful broker team

Learn from experts in the Warrnambool region

Full training provided and ongoing development

Supportive team culture with a strong focus on collaboration

Career progression opportunities within the finance and mortgage broking industry

Access to leading systems and technology, including MyCRM

About the Role
We are seeking a motivated and detail-oriented Client Service Officer to support our brokers in delivering exceptional service to clients. This role is ideal for someone who enjoys working in a fast-paced environment and is looking to build a career in finance or mortgage broking.

Key Responsibilities

Assist brokers with documentation and compliance requirements

Liaise with clients and lenders to manage loan applications from submission through to settlement

Maintain accurate records using internal systems

Provide ongoing support to clients post-settlement

Help ensure all tasks are completed efficiently and to a high standard

About You

Strong organisational and communication skills

High attention to detail and accuracy

Ability to manage multiple tasks and prioritise effectively

Positive attitude and willingness to learn

Previous experience in finance, lending, or administration is desirable but not essential Read more