Client Services Manager/Mortgage Broking Assistant – Perth

Job title: Client Services Manager/Mortgage Broking Assistant – Perth

Company: Fundd


Job description: Hello!Thank you for showing interest in our role at Fundd. We are a young finance broking business and 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.**PLEASE NOTE THE IDEAL CANDIDATE WILL WORK 2 – 3 DAYS A WEEK FROM OUR SUBIACO OFFICE**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’LL PRIORITIZE 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.auNOTES:

• 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

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 (ideally Perth or driving distance to Subiaco)
• 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

Expected salary: $52000 – 70000 per year

Location: Perth, WA

Job date: Wed, 12 Mar 2025 23:59:38 GMT

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