Job Description - Client Partner

$80,000 - $150,000 yearly
  • Fundii Pty Ltd
  • Hybrid (100 Harris Street, Pyrmont NSW, Australia)
  • 16 May, 2023
Full time Administration Para-Broker

Job Description

An opprtunity to join a property investment brokerage specialist as part of an established (and growing) team. 

Anyone who thinks they are the right candidate for this role, reach out via email and supply your resume for review. 


Key Responsibilities 


Client Liaisons - Being available for clients day to day questions regarding their loan applications


Assisting the Funding Advisor (Broker) in preparing loan applications for loan packaging by our admin team. This includes but isn’t limited to:


Servicing Calculations


Contacting new potential clients (leads) and collecting the preliminary information and objectives required prior to handing over the lead to the Funding Advisor


Updating clients on the progress of their loan applications


Identifying new business opportunities with existing clients that will benefit them on their investment journey or current transactions in flight. 


Minimum Qualifications


5 Years in the Finance Industry as a Finance Broker assistant 


Practical understanding of Property Investment in Australia inclusive of:


Rental Yield and how it relates to the servicing of new mortgage applications


Value/income adding Strategies such as AUX Dwellings, Commercial Property, Development & Land Subdivisions & Construction


A personal interest in property investment (either an existing investor or someone who has ambition to become a property investor)


Lending/Finance Skills


Self Employed Income Analysis


Company/Trust Purchase Structures 


*Note - An understanding and use of these practically in the candidates history is highly favorable as nearly all loan application we process will use one or more of these strategies in ALL loan applications


Strong Client focus and elite phone manner with existing and prospective clients/leads. Someone who loves to see clients win


Prior consultative sales experience in the finance industry (selling ideas/policy exceptions to lenders and/or clients)


Strong understanding of servicing calculators with ambition to be trained/mentored in becoming a Finance broker (training & mentoring provided in house)


General Skills


Strong Focus and on working collectively as a team


Problem Solving and analytical skills




Base Salary of $80,000 with a very generous incentive scheme on offer which can comfortably double the base salary via sales targets being met and referrals being closed.