Experienced Csm

**About Us**:
We are a boutique, award-winning mortgage brokerage based in Subiaco. With access to over 60 lenders, we provide personalised, strategic lending solutions across a wide range of client profiles, from first home buyers to complex self-employed borrowers. With over 40 years’ combined experience across the group, our focus is on client success and long-term partnerships, not high-pressure sales. Our culture is collaborative, professional, and refreshingly down to earth.

**The Role**:

- Support brokers by managing the end-to-end loan process from file preparation to settlement
- Liaise with clients to collect and verify documentation
- Perform income and expense analysis, serviceability assessments, and prepare loan submissions
- Provide regular updates to clients to ensure transparency and a smooth journey
- Maintain accurate records in CRM systems and ensure documentation meets compliance standards
- Assist with post-settlement tasks such as discharge requests, fixed rate rollovers, and client check-ins
- Contribute to process improvement initiatives and internal operational efficiency
- Foster positive relationships with clients, lenders, and referral partners

**What we're looking for**:
We're seeking a Client Services Manager or experienced Loan Processor with:

- Experience working in a mortgage brokerage, aggregator, or bank supporting the home loan process
- A solid understanding of residential lending and loan lifecycle
- Confidence working with clients, brokers, and lenders to move deals forward
- Strong attention to detail, ability to follow processes, and strong file management skills
- A great attitude, coachable, self-motivated, and ready to grow
- Prior experience is advantageous, but we’re open to someone with the right attitude and a formal understanding of home lending

**Requirements**:
**What we're looking for**:
We're seeking a Client Services Manager or experienced Loan Processor with:

- Experience working in a mortgage brokerage, aggregator, or bank supporting the home loan process
- A solid understanding of residential lending and loan lifecycle
- Confidence working with clients, brokers, and lenders to move deals forward
- Strong attention to detail, ability to follow processes, and strong file management skills
- A great attitude, coachable, self-motivated, and ready to grow
- Prior experience is advantageous, but we’re open to someone with the right attitude and a formal understanding of home lending

**Benefits**

**What’s in it for you?**
- **Flexible hours**: Open to school hours and hybrid working arrangements after onboarding.
- **Genuine career pathway**: Work alongside experienced brokers and grow into an associate or broker role in 18-24 months.
- **Supportive, close-knit team**: Enjoy a positive, family-feel culture that values quality work and a healthy work-life balance.

**_Additional benefits:_**
- $70K-$85K + Super (depending on experience) Attractive performance-based bonus structure
- Subiaco office, close to train line & onsite car parking
- 2025 Better Business Award winner (Best New Office WA)