Trainee Broker / Mortgage Broker assistant

Fundd

3h•Remote

About The Position

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 (A) Wants to become a broker or (B) Has industry experience however prefers to stay in client services as opposed to becoming a broker. We do have some 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. 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. The primary focus of this role is to be the primary client contact, guiding customers from enquiry to settlement. It offers a blend of service and processing, where you will partner closely with brokers to structure deals. The role provides continuous variety as every lender and client has different rules, ensuring there’s always something new to learn. It also offers a career runway, with the potential to step into broking later if that’s your goal.

Requirements

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
Proven experience in client services or mortgage broking, preferably in a remote work environment.
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.

Nice To Haves

Bonus points for experience with ApplyOnline, Mercury, Salestrekker, or similar
A finance/business degree is welcome but not essential.
A Bachelor's degree in finance, business administration, or a related field is desirable however not mandatory.

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

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
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