About the Role

Ryte Finance is looking for a confident, organised and proactive Client Research & Enquiries Officer to join our team in Southport.

This is a front-end client services and research role.

You will be responsible for contacting new enquiries, gathering and accurately recording information about the client’s enquiry and current circumstances, completing initial factual research, following clients up and preparing the information for our mortgage broking team.

You will often be the first person a new client speaks with, so we are looking for someone who is comfortable on the phone, asks clear and structured questions and knows how to keep a conversation moving.

This is not an advice role . You will not be responsible for recommending lenders, loan products or financial strategies.

Your role is to gather information, complete factual research, keep clients engaged and make sure each enquiry is properly organised before it moves to the broker or credit team for assessment and advice.

Key Responsibilities

- Contact new mortgage and finance enquiries by phone

- Respond quickly to inbound leads and client enquiries

- Conduct structured initial client conversations

- Gather and accurately record information about the client’s lending enquiry, current circumstances, objectives and timeframe for review by the broker

- Gather factual information relating to:

- Employment and income

- Existing loans and debts

- Property ownership

- Purchase price or refinance requirements

- Savings and deposits

- Available equity

- Current lender and loan position

- General financial information relevant to the enquiry

- Follow up clients who have enquired but have not yet progressed

- Re-contact clients who do not answer initial calls

- Follow up outstanding information and documents

- Book clients into the appropriate broker appointments





- Maintain accurate client information in our CRM and internal systems

- Make sure every enquiry has a clear next step

- Work closely with the broker, credit team and administration team to keep opportunities moving

What We Are Looking For

We are looking for someone who is:

- Confident and natural speaking with clients over the phone

- Comfortable making outbound follow-up calls

- Able to ask structured questions without sounding scripted

- Highly organised and detail-oriented

- Good at researching and finding information

- Persistent with follow-up without being pushy

- Comfortable working from systems, processes and checklists

- Able to take transparent and accurate notes

- Reliable and able to work independently

- Comfortable being measured against response times, follow-up activity and quality of work

You do not need to know everything about home loans from day one.

We are more interested in finding someone who can communicate well, gather information accurately, research properly, follow a process and take ownership of their work.

Preferred Experience

Experience in any of the following would be highly regarded, but is not essential:

- Mortgage broking

- Banking

- Lending

- Financial services

- Real estate or property

- Client services

- Customer service

- Finance administration

- Lead qualification

- Phone-based client engagement

- Loan processing or mortgage administration

Training will be provided around our internal systems and processes.

What This Role Is Not





This is not a financial adviser or credit advice position.

This role does not involve:

- Providing financial advice

- Providing credit advice or recommendations

- Recommending investments

- Selecting lenders for clients

- Recommending loan products

- Determining which lending strategy is suitable for a client

- Making final lending or credit decisions

Those responsibilities remain with the broker and appropriately qualified members of the lending team.

The Client Research & Enquiries Officer is responsible for gathering, recording, researching and organising factual information so it can be reviewed by the appropriate qualified professional.

What Success Looks Like

You will be successful in this role if:

- New enquiries are contacted quickly

- Clients receive a professional and helpful first experience

- Information is gathered accurately and consistently

- Follow-ups are completed when promised

- Enquiries do not disappear because nobody contacted them

- Client information is accurate and complete

- Research is factual, clear and useful

- Notes allow the broker to understand the client’s enquiry and circumstances quickly

- Every active enquiry has a clear next action

- Clients are moved efficiently from initial enquiry to the appropriate next stage

What We Offer

- A growing mortgage broking business based in Southport

- Direct exposure to real mortgage and lending scenarios

- Structured systems and processes

- Training and support

- Opportunity to develop your knowledge of mortgage lending

- Exposure to brokers, lenders and finance professionals

- Potential progression into mortgage broking, credit analysis, loan processing or broader finance roles for the right person

- Flexible working arrangements once established in the role

📌 Client Research & Enquiries Officer (Mortgage Broking & Finance) (Surfers Paradise)
🏢 Ryte Finance
📍 Surfers Paradise