Client Services Manager / Mortgage Broking Assistant (Remote, Australia)
Client Services Manager / Mortgage Broking Assistant (Remote, Australia)
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Job Description
Client Services Manager / Mortgage Broking Assistant (Remote Australia)
Work from anywhere in Australia Full-time or Part-time $52 k $70 k Super Bonus
Please read the entire ad before applying.
This role is open only to applicants who live in Australia and hold Australian citizenship or permanent residency (full working rights required).
About Fundd
Fundd is a modern fully-remote finance broking firm with a 20-plus-strong team spread across WA TAS VIC & QLD. Were big on flexibility health and shared adventureyet serious about delivering great results in home loans asset finance personal lending and commercial/development finance. We meet in person at least once a year for an end-of-year celebration and ongoing training keeps everyone sharp.
Why This Role Rocks
- Primary client contact: guide customers from enquiry to settlement
- Blend of service & processing: partner closely with brokers to structure deals
- Continuous variety: every lender and client has different rulestheres always something new to learn
- Career runway: step into broking later if thats your goal
Key Responsibilities
- Own the customer experienceanswer queries gather docs manage expectations
- Prepare and lodge applications (home asset personal or business loans)
- Liaise with lenders to push files to unconditional approval and settlement
- Maintain CRM data and compliance check-lists
- Spot process improvements and help refine our playbook
What Youll Bring
- Prior experience in client services loan processing or mortgage broking
- Confident native-level English communication (phone & written)
- Strong problem-solving skills and attention to detail
- High self-disciplineyou thrive in a remote set-up
- Familiarity with Australian lender policies and NCCP / responsible-lending rules
- Bonus points for experience with ApplyOnline Mercury Salestrekker or similar
(A finance/business degree is welcome but not essential.)
Salary & Incentives
- Base: $52000 $70000 Super
- Quarterly bonus: up to 20 % of base for hitting submission targets
- Self-introduced loans: earn 20 % of the upfront commission on any deals you bring inno strings attached
Stand Out With a Short Video
We fast-track applicants who submit a 2-3 min video answering:
- Who are you and why Fundd
- What excites you about mortgage broking
- A challenge you solved in finance and what you learned
- Values you look for at work and how you live them
- Your ideal client interaction within your first 90 days
Email your video to: (90 % wontdoing it puts you at the top.)
Perks & Culture
- True location & schedule flexibility
- Down-to-earth teammates who value balance and results
- Annual in-person get-together (optional)
- Ongoing training mentorship and the chance to step into a broker role down the track
Ready to help Australians reach their financial goals while enjoying the freedom of remote work Hit Apply nowand dont forget that video!
Requirements
- 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.
Benefits
- 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
Employment Type
Full-Time
