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Two Roles. One Goal. An Amazing Client Experience

2 weeks ago

Sunshine Coast, Australia Eastern Financial Solutions Full time $60,000 - $90,000 per year

Two Roles. One Goal. An Amazing Client Experience

We are hiring: Due to continued growth and success, we are looking for Full-Time Settlements & ClientCare Co-Ordinator & Part-Time / Casual Client Manager

Sunshine Coast (Birtinya)

Apply via email:

Salary – Competitive + Unlimited Career & Income Potential


Eastern Financial Solutions is an award-winning mortgage broking firm with over 20 years of success, known for delivering real results.  We are expanding our team and looking for two detail-oriented, proactive professionals to help deliver our unbeatable client service.


What We Are Looking For:

  • A positive, team-focused attitude and a desire to grow
  • High attention to detail and strong follow-through
  • Strong communicator who is happy to chase things up and tick off a to-do-list.
  • Experience in admin preferred (bonus if it is in mortgage broking or financial services)
  • Tech savvy and organised (Experience preferred in Excel, Outlook and Chrome.  Bonus if you have knowledge in MyCRM, Apply Online [AOL], lender tools)

Role 1: Settlements & Client Care Co-Ordinator – Full time

Due to our continued growth, we need someone to own the client journey from Approval to Settlement and beyond.

Key Responsibilities:

  • Track progress and manage key milestones
  • Liaise with lenders, clients, conveyancers, and the internal team
  • Manage documents, discharges, updates and settlement confirmations.
  • Send scheduled check-ins and manage the ongoing client care elements to ensure the client is always looked after.
  • Maintain customer management system (MyCRM) with updated client/property data.

Role 2: Client Manager – Part-Time or Casual

Support our Operations Manager with tasks throughout the full client journey from Enquiry to ongoing client care.

Key Responsibilities:

  • Support Operations Manager with file progress and deal flow
  • Complete pricing and valuation requests and assist with policy research
  • Handle admin tasks and assist with follow ups
  • Ensure a high standard of communication at every touch point
  • Are detail-driven and love ticking off a to-do-list
  • Flexibility in hours and days you work

Why Join EFS?

We are a team-first business. You will not be left chasing answers or working without context. Our brokers, operations team, and support staff all work collaboratively to deliver a service clients rave about.

 What You'll Get:

  • A flexible and supportive workplace offering full-time or part-time roles
  • Real training and mentorship where we invest in you
  • A chance to grow your career in finance where we use tech to enhance your role not replace it
  • Competitive salary and unlimited career and income potential
  • Supportive team-first culture that values what you bring to the table
  • A chance to work in an award-winning company with a 20+ year track record

Apply now

Send your resume and a brief cover letter letting us know which role you are applying for – or if you are open to both.

Send through to , with the subject line:    "Job Application – [Your Name]"