1 месяц назад
Executive Assistant / Business Operations Coordinator (Mortgage Operations)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Executive Assistant / Business Operations Coordinator (Mortgage Operations): Managing executive workflows and Australian mortgage application operations with an accent on client lifecycle coordination, CRM accuracy, file documentation, and broker support. Focus on identifying credit and policy gaps, tracking applications from pre-approval through settlement, and coordinating lenders, brokers, conveyancers, and accountants during AU Working Hours.
Location: Philippines; remote; AU Working Hours
Company
is the hiring organization for this remote mortgage operations role.
What you will do
- Act as the Director’s operational right hand by managing priorities, schedules, briefings, action lists, and routine operational queries.
- Convert client discussions, discovery notes, and strategic directives into structured briefs, deliverables, and file handovers.
- Coordinate mortgage applications from initial discovery through pre-approval, formal approval, and settlement.
- Collect and review client documents, support KYC and identity verification, and identify baseline credit or policy risks.
- Administer the CRM, maintain data integrity, map opportunities to next actions, and prevent pipeline bottlenecks.
- Coordinate handovers and communication among the Director, Brokers, Para Brokers, lenders, BDMs, conveyancers, and accountants.
Requirements
- At least 3 years of direct experience in an Australian mortgage brokerage as an Executive Assistant, Loan Processor, Broker Assistant, or Operations Coordinator.
- In-depth knowledge of the Australian loan lifecycle, credit concepts, supporting-document standards, and lender requirements.
- Proficiency with major industry CRM platforms and Australian loan aggregator platforms.
- Experience with lender portals, servicing calculators, pricing tools, and document collection systems.
- Fluent written and verbal English, strong prioritization, proactive follow-through, and accurate file management.
Culture & Benefits
- Remote work from the Philippines.
- Working schedule aligned with Australian business hours.
- Direct operational partnership with the Director and cross-functional coordination across the mortgage brokerage workflow.
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