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

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. We’re big on flexibility, health, and shared adventure; yet 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 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:

1. Who are you and why Fundd?
2. What excites you about mortgage broking?
3. A challenge you solved in finance and what you learned
4. Values you look for at work and how you live them
5. Your ideal client interaction within your first 90 days

Email your video to: [email protected]. (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!

• 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.