[Hiring] Trainee Broker / Mortgage Broker assistant @Fundd

Role Description

This role is open only to applicants who live in Australia and hold Australian citizenship or permanent residency (full working rights required). This job is suitable for someone either:

• Wants to become a broker
• Has industry experience but prefers to stay in client services as opposed to becoming a broker

We do have physical offices in WA, so if you prefer a hybrid office/work-from-home situation and you're in WA, we can likely accommodate that.

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

Qualifications

• 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

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

• 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
• Base salary: $52,000 – $70,000 + Super
• Self-introduced loans: earn 20% of the upfront commission on any deals you bring in—no strings attached