AU Mortgage Brokerage Admin Support - 134

Position: Administration Assistant

Salary: PHP 55,000 - PHP 70,000/month

Working Hours & Conditions: Mondays to Fridays, 9:00AM - 6:00PM AEST

Holidays: NSW Holidays

ABOUT THE COMPANY: 

The client specializes in supporting self-employed borrowers through low-doc lending solutions. With extensive experience in non-standard and complex loan scenarios, we have developed deep expertise in this niche, allowing us to provide tailored, high-quality guidance to clients with unique financial situations.

Many of the clients we work with own multiple properties and require lending solutions that accommodate more complex financial structures. Our understanding of these specialized needs enables us to deliver effective strategies, streamlined processes, and exceptional service for borrowers who require flexible, expert-driven loan solutions.

OVERVIEW:

As an Administration Assistant, you will play a pivotal role in the "engine room" of our operations, ensuring a seamless document collection process and supporting the delivery of expert-driven loan solutions that empower entrepreneurs to achieve their financial goals.

RESPONSIBILITIES:

• Pipeline Management: Oversee the initial stages of the loan lifecycle by creating new client profiles within Broker Engine and initiating document upload requests.
• Document Coordination: Manage the end-to-end collection of financial documentation, rigorously reviewing incoming files for accuracy and completeness.
• Client Communication: Act as a professional point of contact for clients, providing clear updates and persistent follow-ups to ensure all requested information is satisfactorily uploaded.
• Application Support: Collaborate closely with the Administration Manager to prepare and build out loan applications, ensuring they meet lender requirements.
• Team Collaboration: Partner with the sales and deal-generation teams to streamline the transition from lead to application, maintaining a high level of momentum for every file.
• Process Optimization:Proactively identify bottlenecks in the administrative workflow and suggest improvements to enhance efficiency and the client experience.
• Executive Support: Perform ad-hoc administrative duties as directed by the Company Directors to support the firm’s strategic objectives.
• Professional Development: Participate in ongoing coaching and mentorship sessions to refine your expertise in complex lending structures and mortgage administration.

Must Have:

• Experience: Previous experience in an administrative or support role within the Australian mortgage brokerage, banking, or financial services industry is highly essential.
• Technical Proficiency: Prior exposure to Broker Engine or similar mortgage CRM platforms (e.g., Mercury, MyCRM, or Salestrekker) is a significant advantage.
• Education: Bachelor’s degree required—ideally in Finance, Accounting,
• Business, or Economics.
• Attention to Detail: Exceptional organizational skills with the ability to spot discrepancies in financial documents and complex data.
• Communication: Strong verbal and written communication skills in English with a focus on delivering high-quality client service.
• Reliability: A self-starter who can manage competing priorities in a fast-paced, deadline-driven environment.

Preferred Skills (Nice to Have):

• Industry Knowledge: Basic understanding of self-employed income analysis and "low-doc" lending requirements.
• Growth Mindset: A desire to learn the intricacies of non-standard lending and progress within a specialized financial firm.