Fundd
Finance • Fintech • Real Estate
Fundd is a financial brokerage that specializes in helping individuals and businesses secure tailored loans and financing solutions. They assist clients in various financial needs, including first home purchases, refinancing existing loans, investment property financing, and commercial lending. Dedicated to understanding each client's unique situation, Fundd aims to provide personalized guidance and support throughout the borrowing process, ensuring clients find the best terms available while simplifying complex financial decisions.
Client Services Manager – Mortgage Broking Assistant
November 11
Fundd
Finance • Fintech • Real Estate
Fundd is a financial brokerage that specializes in helping individuals and businesses secure tailored loans and financing solutions. They assist clients in various financial needs, including first home purchases, refinancing existing loans, investment property financing, and commercial lending. Dedicated to understanding each client's unique situation, Fundd aims to provide personalized guidance and support throughout the borrowing process, ensuring clients find the best terms available while simplifying complex financial decisions.
📋 Description
• 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
🎯 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
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