Eagle Vision Financial is looking for a friendly, customer-focused Casual Customer Service Manager to join the team and support an established mortgage broker.
This is a great opportunity for someone looking for flexible, casual work who enjoys helping people, building relationships and learning new skills.
You'll work alongside an experienced CSM who will provide hands-on training, including learning the CRM and understanding the mortgage broking process.
As the business grows and a new broker comes on board, there may be opportunities for the role to develop and grow over time.
About the Role
Eagle Vision Financial is looking for a friendly, customer-focused Casual Customer Service Manager to join the team and support an established mortgage broker.
This is a great opportunity for someone looking for versatile, casual work who enjoys helping people, building relationships and learning new skills.
You'll work alongside an experienced CSM who will provide hands-on training, including learning the CRM and understanding the mortgage broking process.
As the business grows and a new broker comes on board, there may be opportunities for the role to develop and grow over time.
What You'll Be Doing
Making outbound calls to customers and following up on outstanding information
Providing friendly, helpful customer service throughout the lending process
Assisting with customer enquiries and keeping clients updated on their applications




Learning to use MyCRM to manage customer information and track deal progress
Supporting the existing CSM with general administrative tasks
Helping ensure customers receive a smooth and positive experience from application through to settlement
About You
We're looking for someone who is organised, personable and enjoys speaking with people over the phone.
You don't necessarily need extensive experience, as training and support will be provided.
You might be a parent looking for work that fits around school drop-off and pick-up, a university student wanting to gain valuable experience, or someone looking for a flexible entry point into the mortgage broking industry.
Ideally, you will have:
Strong communication and customer service skills
A friendly, confident and qualified phone manner
Good attention to detail and organisational skills
A willingness to learn new systems and processes
The ability to work independently while being part of a team
Experience with MyCRM, mortgage broking or financial services will be highly regarded, but is not essential.
What's on Offer?
Casual employment with flexible hours
Hands-on training and support from an experienced CSM
The opportunity to learn and gain exposure to the mortgage broking industry
A supportive working environment with room for the role to grow as the business expands
An opportunity to build valuable skills in customer service and lending administration
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📌 Loan Processor (Victoria)
🏢 Loan Market
📍 Victoria