Broker Support Virtual Assistant

d2b-1Remote — Central Visayas, Philippines

Remote Full-time PHP 33.8K/yr - PHP 42.1K/yr

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Experience Level

Entry Level

Qualifications

Qualifications:Experience in customer service or administrative roles preferred. Strong attention to detail and organizational skills. Proficiency in Microsoft Office Suite and CRM software. Excellent communication skills, both written and verbal. A proactive approach to problem-solving and multitasking.

About the job

Position: Broker Support Virtual Assistant

Salary: ₱33,750 for candidates with no prior broking experience; ₱37,900 for those with 1 year of experience; ₱42,100 for candidates with 2 or more years of experience.

Working Hours: Full-time position aligned with Australian business hours (work from home).

Holidays: Observance of Australian public holidays.

Company Overview:

Join a leading Australian mortgage brokerage and financial advisory firm based in Subiaco, Western Australia. This company excels in guiding clients through the complexities of residential and commercial lending, offering tailored solutions for home ownership, refinancing, and specialized business funding. With a strong commitment to financial literacy, they empower clients by simplifying complex lending terms, ensuring a clear understanding of the process. The firm stands out for its exceptional technical expertise in analyzing intricate business financials and corporate trust structures, which is a rare asset in the brokerage field. The team fosters a culture of excellence, prioritizing personalized service and strategic advice to secure the financial well-being of every client.

Role Overview:

As a Broker Support Virtual Assistant, you will play an integral role in facilitating a seamless loan application process for clients. Collaborate closely with our experienced team to uphold the firm's reputation for delivering high-quality, personalized service and expert lending advice.

Key Responsibilities:

Application Management: Support the complete processing of residential and commercial loan applications via Connective (Mercury/MyCRM).
Data Entry & Integrity: Ensure accurate input of client data and financial information into CRM systems and lender portals, maintaining compliance with documentation standards.
Document Verification: Gather, review, and organize necessary documents (e.g., pay slips, tax returns, bank statements) to prepare applications for investor readiness.
Liaison Duties: Communicate with lenders, solicitors, and clients to monitor application progress and promptly address any outstanding issues or conditions.
Client Engagement: Maintain proactive communication with clients, providing regular updates on application statuses to ensure a superior customer experience.
Administrative Excellence: Utilize Microsoft Office Suite and other tools to support operational efficiency.

About d2b-1

d2b-1 is a premier Australian mortgage brokerage and financial advisory firm, renowned for its expertise in residential and commercial lending. The firm's mission is to simplify the complexities of lending while fostering financial literacy among clients, ensuring they are well-informed throughout their financial journey.

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Note: This role is for active pooling only. Submitting your application does not guarantee employment, but your information will be retained and considered for future openings.We are looking for a highly organized and detail-oriented Mortgage Broker Assistant to join our dynamic team at D2B. This remote position involves managing loan applications from submission to formal approval, while providing essential support to Brokers and the Scenarios Team. Your primary focus will be on ensuring swift and precise loan processing, facilitating communication among Clients, Lenders, Valuers, and other Stakeholders to deliver exceptional service to our clients.Position: Mortgage Broker AssistantSalary: PHP 70,000 - PHP 120,000/monthWorking Hours: Full-time, Monday to Friday, 7:00 AM to 4:00 PM (remote)Responsibilities:Loan Processing & Documentation:Verify and review client income documentation, credit reports, and supporting information.Order and track property valuations and other lender-related requirements.Utilize servicing calculators and prepare product comparisons.Assess funding positions and client living expenses.Maintain detailed broker notes and accurate loan files.Calculate borrowing capacity and assist with compliance documentation.Respond to lender requests, including minor MIRS (Mortgage Information Requests).Manage files through all stages from pre-assessment to settlement.Client & Lender Communication:Collect missing documentation or clarify information by liaising with clients.Communicate effectively with lenders, solicitors, and other stakeholders to ensure timely progress.Keep brokers and clients updated on application statuses.Maintain a professional and proactive approach to client communication throughout the process.Administrative & Operational Support:Track loan progress, delivery dates, and application follow-ups.Manage email and phone correspondence for the broker.Update CRM systems and internal trackers.Assist sales representatives with administrative tasks as required.Prepare reports, summaries, and pipeline updates for management.Bonus Task: Manage social media for the business.Requirements:Qualifications:Degree in Business, Finance, or a related field (or equivalent experience).

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Full-time|Remote|Remote — Cagayan Valley, Philippines

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Loan Processing Administrator with AU Mortgage Expertise

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Full-time|PHP 45K/mo - PHP 60K/mo|Remote|Remote — Pampanga, Central Luzon, Philippines

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