Executive Assistant for Australian Mortgage Brokerage - Remote

d2b-1Remote — Metro Manila, Philippines

Remote Full-time PHP 60K/mo - PHP 75K/mo

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Experience Level

Experience

Qualifications

QUALIFICATIONS (MUST HAVES):Experience: Proven track record in the Australian Mortgage Broking industry. Communication Skills: Exceptional verbal and written communication capabilities.

About the job

Position: Executive Assistant for an Australian Mortgage Brokerage

Salary: PHP 60,000 - 75,000/month

Working Hours & Conditions: Full-time, aligned with Australian business hours (Remote)

Holidays: Observance of Australian public holidays

ABOUT THE COMPANY:

Our client is a distinguished financial brokerage located in Melbourne, Australia, specializing in impactful lending solutions across residential, commercial, and asset finance sectors. They serve as a vital connection between a diverse array of clients and over 40 leading Australian lenders, facilitating seamless access to capital for property investors and business owners.

Guided by a commitment to transparency and strategic wealth creation, the firm stands out by offering customized financial architecture instead of generic products. By merging extensive credit knowledge with a modern, agile service model, they have earned a reputation as a trusted leader for clients seeking clarity and a competitive edge in a complex market.

OVERVIEW:

We are on the lookout for a highly skilled Executive Assistant with specific experience in the Australian mortgage sector to act as a strategic partner to the Principal Broker. This dynamic, client-facing position requires a unique combination of technical mortgage knowledge and exceptional communication abilities. Responsibilities include managing the front-end loan process, maintaining the existing client database, and providing direct strategic support to the Principal Broker to ensure no lead or expiring rate is overlooked.

KEY RESPONSIBILITIES:

Front-End Administration & Data Management (30%):

Serve as the initial point of contact for document collection, ensuring all client files are complete and compliant.
Proactively engage with clients to resolve any information gaps and accurately file all data within the CRM.

Portfolio Management & Client Retention (40%):

Oversee the existing loan portfolio by tracking pricing, interest-only expiries, and fixed-rate expiries.
Conduct proactive outreach to ensure every client in the database is contacted at least twice a year, thereby maintaining high retention and satisfaction rates.

Executive Support & Ad-hoc Operations (30%):

Provide high-level support to the Principal Broker, including requesting valuations and obtaining lender pricing for live deals.
Manage variations and provide critical reminders to the Principal to ensure timely follow-ups on all active opportunities.

QUALIFICATIONS (MUST HAVES):

Experience: Proven track record in the Australian Mortgage Broking industry.
Communication Skills: Exceptional verbal and written communication capabilities.

About d2b-1

d2b-1 is a premier financial brokerage based in Melbourne, Australia, known for its bespoke lending solutions and commitment to client satisfaction.

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

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