D2B
via Workable
Client Liaison Officer (Australian Mortgage)
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 99d ago
The date the source published, not the day we noticed it (2026-06-09). Last seen at its source 5h ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
Philippines
The description states no restriction of its own. This is the source's own tag.
Pay
A$1,700–2,500/mo
Read out of the job description by us, not from a structured field. Shown in the posting's own currency and period; we never convert.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workable employer's own board first seen 11d ago · last seen 5h ago
The listing
Position: Client Liaison Officer
Salary: AU$1,700-AU$2,500/month
Work Schedule: 9:00AM - 6PM Philippine Time
OVERVIEW:
This role is responsible for managing the client journey from initial contact through to settlement. The focus is on delivering a smooth, well-supported experience by coordinating communication, collecting and validating documents, and ensuring files progress efficiently through the pipeline.
RESPONSIBILITIES:
Client Contact & Appointment Booking
- Contact inbound referrals using a structured approach
- Qualify at a high level and book meetings for brokers
- Act as the first point of contact and set clear expectations
Document Collection & Onboarding
- Guide clients through document requirements
- Collect and organise documents over a 5–7 day period
- Validate basic requirements (e.g. in-date payslips, completeness)
- Enter and maintain accurate client data in the CRM
Pipeline & CRM Management
- Maintain accurate and up-to-date CRM records
- Track file progress and follow up consistently
- Ensure no applications stall due to missing information
Handover to Credit Analysts
- Prepare complete and accurate files for submission
- Manage handover to the credit analyst team
- Support analysts with follow-ups and outstanding items
Post-Approval & Settlement Support
- Notify clients of approval and guide next steps
- Assist with final document collection
- Support clients through to settlement
Requirements
QUALIFICATIONS:
- 3-5 years experience in AU mortgage broking or loan processing
- Strong understanding of standard document requirements
- Experience using Mercury CRM (essential – applications without this will not be considered)
- Excellent communication skills (verbal and written)
- High attention to detail and organisation
- Ability to manage multiple files and follow up consistently
- Proficiency in Microsoft Office, Teams, and SharePoint
Key Attributes
- Strong customer service mindset
- Patient and persistent when working with clients
- Process-driven and detail-focused
- Takes ownership of tasks through to completion
Reporting & Relationships
- Reports to: Directors
- Works closely with: Mortgage Brokers and Credit Analysts
- External stakeholders: Clients, Lenders, Solicitors
PREFERRED SKILLS/EXPERIENCE (nice to have):
- Certificate IV in Finance and Mortgage Broking
- Experience in a broker support or client service role