Client Liaison Officer (Australian Mortgage)

# Client Liaison Officer (Australian Mortgage)
> D2B · Manila, Philippines (Remote) · Full-time · Posted 2026-06-09
**Workplace:** remote
**Department:** RecOps
## Description

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

## Apply
[Apply at D2B](https://apply.workable.com/d2b-1/j/4BF2D5AFC8/apply)
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