Client Services Manager / Mortgage Broking Assistant (Hybrid - Butler WA)

Hybrid: Office in Butler WA Work-from-home flexibility Full-time or Part-time $52k $70k Super Bonus

Please read the full ad before applying.
This role is open only to Australian citizens or permanent residents with full working rights.

About Fundd

Fundd is a fast-growing people-first finance broking business with team members across WA QLD TAS & VIC. We specialize in home loans personal and asset finance commercial lending and development funding all with a big focus on flexibility wellbeing and performance.

Were now hiring a Client Services Manager / Mortgage Broking Assistant to join our WA team in a hybrid role with some days working from home and others based in our Butler office. This is ideal for someone who enjoys both flexibility and face-to-face collaboration.

Why Youll Love This Role

• Mix of remote and in-office work (Butler WA office)
• Be the primary contact for clients from enquiry through to settlement
• Work alongside experienced brokers and lenders
• Ongoing training career development and support
• Opportunity to grow into a broker role over time if desired

Key Responsibilities

• Guide clients through the lending process (documents follow-ups updates)
• Work closely with brokers to structure deals and lodge applications
• Handle client communication and CRM data management
• Liaise with banks/lenders to push files through to unconditional approval
• Stay across changing lender policies and guidelines

What Youll Need

• Experience in loan processing mortgage broking or client services
• Excellent verbal and written communication skills (native-level English)
• Ability to work independently and in a team
• Strong attention to detail and organizational skills
• Familiarity with Australian lenders and responsible lending obligations
• Ideally based within easy reach of Butler WA and happy to work 23 days a week from the office

Salary & Incentives

• Base salary: $52000 $70000 Super (pro-rata for part-time)
• Quarterly bonus: up to 20% of base for reaching submission targets
• Self-introduced deals: Earn 20% of the upfront commission (no conditions)

Stand Out With a Short Video

We strongly prefer applicants who submit a short 23 min video answering the following:

1. Who are you and why does Fundd appeal to you
2. What excites you about mortgage broking or finance
3. A challenge youve faced in the industry and how you solved it
4. Values you seek in a workplace and how you live those out
5. Your ideal first 90-day client experience at Fundd

Send your video to: (We move fast on applicants who take the time to do this.)

Perks & Culture

• Hybrid flexibility: home our Butler office
• Young supportive down-to-earth team
• Remote-first company with in-person connection
• Regular training mentorship and career progression
• End-of-year team get-togethers across the country

If youre looking for a meaningful role in finance with flexibility career growth and a great WA-based team wed love to hear from you. Apply now and dont forget that video!

• Proven experience in client services or mortgage broking preferably in a remote work environment.
• A Bachelors degree in finance business administration or a related field is desirable however not mandatory.
• Excellent communication and interpersonal skills with a confident phone manner.
• Strong problem-solving abilities and creative thinking skills.
• High level of self-discipline and ability to work independently.
• Proficiency in Microsoft Office and other relevant software applications.
• Familiarity with the Australian mortgage market and regulations.
• Passionate about helping clients achieve their financial goals.

• The flexibility of works hours and location
• Awesome culture and work/life balance while still working on daily challenges
• Young and exciting business with a like-minded growing team
• Ability to grow your personal knowledge base and experience
• Ability to progress into a broking role if you choose
• Youll be remunerated well for good work
• Opportunities for growth and mentorship within the business and industry

Required Experience:

Manager