Broker Support VA

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Application Management: Support the complete processing of both residential and commercial loan applications utilizing Connective (Mercury/MyCRM).

• Data Entry & Integrity: Precisely enter client information and financial data into CRM systems and lender portals, ensuring all documentation adheres to compliance standards.

• Document Verification: Gather, examine, and organize necessary documents (pay slips, tax returns, bank statements) to guarantee applications are "investor-ready" prior to submission.

• Liaison: Collaborate with lenders, solicitors, and clients to monitor the progress of applications and address any outstanding conditions or "push-backs" in a timely manner.

• Client Engagement: Sustain proactive communication with clients, offering regular updates on their application status to deliver an exceptional customer experience.

• Administrative Excellence: Leverage Microsoft Office Suite (Word, Excel, Outlook) to manage schedules, produce reports, and keep organized digital filing systems.

• Continuous Improvement: Operate under the guidance of senior staff to enhance processes and remain informed about Australian lending policies and NCCP/BID requirements.

⛳️ Requirements

• Education: A minimum of a Bachelor’s Degree in a relevant discipline (Business, Finance, or Commerce preferred).

• Experience: At least 1 year of experience as a Virtual Assistant (VA) is essential. While experience in Australian mortgage broking is highly desirable, general VA experience with a solid administrative background will also be taken into account.

• Technical Skills: Strong proficiency in Microsoft Office (particularly Excel and Word) and a quick adaptability to new CRM software.

• Communication: Outstanding written and verbal communication skills in English, complemented by a background in customer service.

• Location & Reliability: Must reside in Cebu and consistently commit to Perth business hours.

• Preferred Skills (nice to have):

• Industry Tools: Previous experience with Connective (Mercury or MyCRM) is a considerable advantage.

• Industry Knowledge: Awareness of the Australian mortgage sector, including basic understanding of lenders and loan structures.

• Certifications: A Cert IV in Finance and Mortgage Broking is advantageous but not mandatory.

• Soft Skills: Exceptional attention to detail, strong organizational capabilities, and the ability to work independently in a fast-paced environment.

🏝️ Benefits

• Opportunity for professional development and growth within the company.

• Access to a supportive and collaborative work environment.

• Competitive remuneration package and potential for performance bonuses.

• Flexible working arrangements to promote work-life balance.