Client Services Manager / Mortgage Broking Assistant (Remote, Australia)
1 day ago Be among the first 25 applicants
This range is provided by Fundd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$52,000.00/yr - A$70,000.00/yr
$52 k - $70 k + Super + Bonus
Please read the entire ad before applying. This role is open
About Fundd
Fundd is a modern, fully-remote finance broking firm with a 20-plus-strong team spread across WA, TAS, VIC & QLD. We're big on flexibility, health, and shared adventure; yet serious about delivering outstanding 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.
Work from anywhere in Australia | Full-time or Part-time | $52 k - $70 k + Super + Bonus
Only to applicants who live in Australia and hold Australian citizenship or permanent residency (full working rights required).
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 rules—there's always something new to learn
- Career runway: step into broking later if that's your goal
Key Responsibilities
- Own the customer experience—answer 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 You'll 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‑discipline—you 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: $52,000 - $70,000 + 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 in—no 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 % won't—doing 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" now—and don't forget that video!
Requirements
- Proven experience in client services or mortgage broking, preferably in a remote work environment
- A Bachelor's degree in finance, business administration, or a related field is desirable however not mandatory
- Excellent communication and interpersonal skills with a confident phone manner
- Solid 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
- You’ll be remunerated well for good work
- Opportunities for growth and mentorship within the business and industry
#J-18808-Ljbffr