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:
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 work from home?
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.
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

📌 Client Services Manager / Mortgage Broking Assistant (Remote, Australia)
🏢 Fundd
📍 Australia