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
• Communicate with lenders and stakeholders to monitor the status of applications
• 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

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

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)

Apply now
If you're ready to be part of a growing brokerage that values integrity, development and team spirit, we’d love to hear from you. Apply now to join us and take your career to the next level.