Client Services Manager/mortgage Broking Assistant

6 months ago

Sunshine Coast, Australia Fundd Full time

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.

**IF YOU WANT TO STAND OUT FROM EVERYONE ELSE, SEND A 5 MINUTE VIDEO ANSWERINGS THESE QUESTIONS**

1. Can you walk me through your background and experience that makes you well-suited for this role?

2. What motivates you, and how do you approach setbacks or challenges in your work?

3. Can you describe a time when you had to work collaboratively in a team environment? What was your approach, and what did you learn from that experience?

4. How do you prioritize and manage multiple tasks or deadlines? Can you give me a specific example?

5. Why are you interested in this role and our organization? What excites you most about potentially joining our team?

**NOTES**:

- This is a permanent position available as either part-time or full-time, depending on the applicant's preference.
- Salary range: $52,000 - $65,000 + 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.
- 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

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