Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)
Melbourne, Victoria, 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.
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 WILL ONLY ACCEPT APPLICATIONS FROM PEOPLE THAT SEND A VIDEO ANSWERINGS THESE QUESTIONS**
1. What are your career goals?
2. What is your greatest professional accomplishment?
3. What are you most proud of?
4. What is a professional challenge you’ve faced, and how did you handle it?
5. What are you not good at or not interested in?
6. How would your previous colleagues describe your work style?
7. What attracts you to this role or company?
8. How do you prioritize multiple tasks under pressure?
9. What would you like to learn or improve in this role?
10. Is there anything else about yourself you think we should know?
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 - $68,000 + Super + Bonus
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
- You’ll be remunerated well for good work
- Opportunities for growth and mentorship within the business and industry
Job Profile
Awesome culture Flexibility of work hours Mentorship Opportunities for growth Work-life balance
Tasks- Customer Service
- Find lending solutions
- Loan processing
- Main point of contact for clients
- Work with brokers
Australian mortgage market Client Services Communication Creative Thinking Customer service Interpersonal Loan Processing Microsoft Office Mortgage broking Problem-solving Regulations
Experience2 years
EducationBachelor's degree Bachelor's degree in Finance Business Administration Finance Related Field
TimezonesAustralia/Brisbane Australia/Darwin Australia/Melbourne Australia/Perth UTC+10 UTC+11 UTC+8 UTC+9