Customer Experience Liaison

4 days ago


Townsville City Center, Queensland, Australia LMG Full time

Great Start Financial is a boutique mortgage brokerage that prides itself on creating exceptional client experiences. Our commitment to clear communication, personalized service, and acting in our clients' best interests sets us apart from the rest.

Why Choose Us?

We value our employees' success and development, fostering a collaborative culture where motivation leads to happiness and satisfaction. Our goal-oriented atmosphere ensures every team member has the tools to thrive.

The Role

We're seeking a proactive and customer-focused Client Service Support to join our part-time team due to exciting growth. As a key member of our operations team, you'll support our Head Brokers and ensure our clients have a seamless and positive experience throughout the loan process.

Responsibilities and Expectations
  • Act as a liaison between Mortgage Brokers, Lenders, Conveyancers, and Clients.
  • Guide clients through the loan application journey with professionalism and care.
  • Manage the application process from broker handover to loan approval.
  • Perform accurate data entry into our industry-leading CRM systems.
  • Gather and process essential documents to meet lender requirements.
  • Assist brokers with discharges, pricing, policy inquiries, and loan servicing.
What Makes a Successful Candidate?

We're looking for someone who excels in a fast-paced environment and is passionate about delivering excellent customer service. Key qualities include:

  • Previous experience in customer service or Banking/Broker Support roles.
  • A tech-savvy mindset with the ability to navigate software and applications with ease.
  • Exceptional problem-solving skills and a can-do attitude.
  • Strong communication skills and the ability to set realistic client expectations.
  • The ability to work both independently and collaboratively.
  • A flexible and adaptable approach to a dynamic work environment.
Our Team and Culture

At Great Start Financial, teamwork is essential. We maintain a supportive, goal-oriented atmosphere where positivity and professional growth go hand in hand. We celebrate achievements and invest in our people, ensuring every team member has the tools to succeed.

Benefits and Career Growth
  • Training & Development: Gain knowledge through structured inductions and online education portals.
  • Career Growth: Access professional development opportunities to grow within the industry.
  • Cutting-Edge Tools: Work with industry-leading technology designed to save time and boost productivity.
  • Perks: We provide a work laptop and offer exposure to a wide array of clients and referral partners.


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