1 месяц назад
Broker Support VA (Mortgage)
33 750 - 37 900PHP
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Broker Support VA (Mortgage): Managing residential and commercial loan applications, client documentation, lender communication, and CRM records with an accent on application accuracy, compliance, and client service. Focus on verifying financial documents, resolving lender conditions, and coordinating applications during Perth business hours.
Location: Cebu, Philippines; onsite, aligned with Perth business hours
Salary: ₱33,750 with no prior broking experience, ₱37,900 with 1 year of experience, or ₱42,100 with 2+ years of experience.
Company
Australian mortgage brokerage and financial advisory services focused on residential and commercial lending, refinancing, business funding, and tailored client guidance.
What you will do
- Support the end-to-end processing of residential and commercial loan applications in Connective, Mercury, and MyCRM.
- Enter and maintain accurate client and financial data in CRM systems and lender portals.
- Collect, verify, organize, and prepare payslips, tax returns, bank statements, and other supporting documents.
- Coordinate with lenders, solicitors, and clients to track applications and resolve outstanding conditions or lender push-backs.
- Provide proactive application updates and maintain a high-quality client experience.
- Manage schedules, reports, and digital filing systems using Microsoft Office.
Requirements
- Bachelor’s degree in a relevant field; Business, Finance, or Commerce is preferred.
- At least 1 year of Virtual Assistant experience with a strong administrative background.
- High proficiency in Microsoft Excel and Word, with the ability to learn new CRM software quickly.
- Exceptional written and verbal English communication skills and customer service experience.
- Must be based in Cebu and consistently available during Perth business hours.
- Strong attention to detail, organization, independence, and reliability in a fast-paced environment.
Nice to have
- Experience with Connective, Mercury, or MyCRM.
- Australian mortgage industry knowledge, including lenders and loan structures.
- Cert IV in Finance and Mortgage Broking.
- Previous Australian mortgage broking experience.
Culture & Benefits
- Full-time onsite work in Cebu.
- Working hours aligned with Perth business hours.
- Australian public holidays observed.
- Mentorship from senior staff and opportunities to improve processes.
- Exposure to Australian lending policies and NCCP/BID requirements.
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