Client Services Manager/Mortgage Broking Assistant - Australia (Remote)

Hello!

Thank you for showing interest in our role at Fundd. We are a young finance broking business and our staff work wherever they like. Whether it's at home, in a co-working space, or even at the beach, we believe in promoting a healthy work-life balance for our team members. The team lives all over Australia, including WA, TAS, VIC & QLD. We try to meet up once a year in person for a end of year function!

At Fundd, we distinguish ourselves from our competitors by fostering a culture of adventure and individual freedom. Our team shares similar values and interests, creating a cohesive and vibrant working environment. We specialize in various lending areas, including home loans, asset finance, personal loans, as well as commercial and development lending. Ongoing training is provided to ensure our team is up-to-date with the latest industry knowledge.

As a socially conscious organization, we actively contribute to the betterment of our society by supporting organizations and individuals in need. Making a positive impact is an integral part of our company ethos.

The role of Client Services Manager/Mortgage Broking Assistant is a dynamic blend of customer service and loan processing. You will be the main point of contact for our clients and work closely with brokers to find suitable lending solutions. With different clients and lenders having unique requirements and guidelines, the role offers constant learning opportunities in the ever-changing finance industry.

Whether you are new to the finance industry and looking to enter the field or have prior experience, this role is designed to suit individuals with a passion for finance and a drive to excel.

**We want you to send a video answering the below questions as well as anything else you'd like to add. I'd say around 90% of applicants don't do this. Your video submission instantly puts you to the top of the list**

1. “Tell us about yourself and why you’re excited about this opportunity at Fundd.”

2. “What aspects of the finance and mortgage broking industry do you enjoy the most, and why?”

3. “Tell us about a challenge you faced—ideally in a finance-related context—and how you overcame it. What did you learn from the experience?”

4. “What are the most important qualities or values in a workplace for you, and how do you demonstrate these in your day-to-day work?”

5. “What would your ideal client interaction look like in your first 90 days at Fundd, and why?”

Send the video to team@fundd.com.au

NOTES:

• Candidates will be required to complete an aptitude test as part of the selection process.
• This is a permanent position available as either part-time or full-time, depending on the applicant's preference.
• Salary range: $52,000 - $70,000 + Super + Bonus
• Bonus: Quarterly submission target. A pro-rated 20% of the base salary per annum will be paid as an introduced business incentive if the submission target is achieved.
• Self-introduced deals: Loans introduced by a CSM will attract an unconditional 20% of the upfront commission payment irrespective of bonus targets.

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.
• 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
• You’ll be remunerated well for good work
• Opportunities for growth and mentorship within the business and industry