Client Services Manager/Mortgage Broking Assistant - Australia (Fully remote)

at  Fundd

Perth, Western Australia, Australia -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate17 Aug, 2024USD 65000 Annual18 May, 2024N/AInterpersonal Skills,Client Services,Thinking Skills,Finance,Phone Manner,Financial Goals,Microsoft Office,RegulationsNoNo
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Description:

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.

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.

Responsibilities:

Please refer the Job description for details


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Finance business administration or a related field is desirable however not mandatory

Proficient

1

Perth WA, Australia