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 clear 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:
Current 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) (Gold Coast)
🏢 Ryte Finance
📍 Gold Coast