Trainee Broker / Mortgage Broking Assistant (Remote, Australia)
Work from anywhere in Australia | Part-time | $52 k – $70 k + Super + Bonus (based on FTE)
Please read the entire ad before applying.
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.
You'll be working with and directly reporting to Christian Merry. The role is Part-time initially that can lead into Full-time work. Ideally 25-30 hours per week and five days a week.
About Fundd
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.
✨ Why This Role
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Primary client contact: guide customers from enquiry to settlement
- Blend of service & processing: partner closely with brokers to structure deals
- Continuous variety: every lender and client has different rules—there’s always something new to learn
- Career runway: step into broking later if that’s your goal
Key Responsibilities
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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
What You’ll Bring
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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.)
Salary & Incentives
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Base: $52,000 – $70,000 + Super
- Self-introduced loans: earn 20 % of the upfront commission on any deals you bring in—no strings attached
Stand Out With a Short Video
We fast-track applicants who submit a 2-3 min video answering:
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Who are you and why Fundd?
- What excites you about mortgage broking?
- A challenge you solved in finance and what you learned
- Values you look for at work and how you live them
- Your ideal client interaction within your first 90 days
Email your video to: [email protected]. (90 % won’t—doing it puts you at the top.)
Perks & Culture
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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
Ready to help Australians reach their financial goals while enjoying the freedom of remote work? Hit “Apply” now—and don’t forget that video!
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
