D2B
FinTech
ClientLiaisonOfficer(AustralianMortgage)
“Client Liaison Officer (Australian Mortgage) at D2B. Skills: Mortgage broking, Client liaison, Document collection. Contact inbound referrals. Qualify referrals”
Industry & Context.
What They're Looking For.
Must Have
3-5 years AU mortgage broking, 3-5 years loan processing, Standard document requirements understanding, Mercury CRM experience, Microsoft Office proficiency, Microsoft Teams proficiency, Microsoft SharePoint proficiency
Nice to Have
Certificate IV Finance Mortgage Broking, Broker support role experience, Client service role experience
What You'll Do.
Contact inbound referrals
Book meetings for brokers
Act as first point of contact
Set clear expectations
Guide clients through document requirements
Validate basic requirements
Enter client data in CRM
Maintain accurate CRM records
Follow up consistently
Ensure applications progress
Prepare files for submission
Manage handover to credit analysts
Support analysts with follow-ups
Notify clients of approval
Guide clients through next steps
Assist with final document collection
Support clients through settlement
How You'll Work.
Team & Collaboration
Work with brokers; Work with credit analysts; Liaise with clients; Liaise with lenders; Liaise with solicitors
Communication Scope
Client communication
Process & Methodology
Pipeline management
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