Executive Assistant (AU Mortgage Brokerage) - 122

Position: Executive Assistant (AU Mortgage Brokerage)

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

Working Hours & Conditions: Aligned with Australian hours; full-time (remote)

Holidays: AU Holidays

ABOUT THE COMPANY: 

The client is a premier Melbourne-based financial brokerage specializing in high-impact lending solutions across the residential, commercial, and asset finance sectors. They act as a sophisticated bridge between a diverse clientele and a network of over 40 leading Australian lenders, ensuring seamless capital access for property investors and business owners.

Driven by a philosophy of transparency and strategic wealth creation, the firm distinguishes itself through bespoke financial architecture rather than one-size-fits-all products. By combining deep credit expertise with a modern, agile service model, the client has solidified its reputation as a trusted leader for clients seeking clarity and competitive advantage in a complex market.

OVERVIEW:

We are seeking a high-caliber Executive Assistant with specific experience in the Australian mortgage industry to act as a strategic partner to the Principal Broker. This is a dynamic, client-facing role that requires a rare blend of technical mortgage knowledge and elite communication skills. You will be responsible for 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 falls through the cracks

RESPONSIBILITIES:

• Front-End Administration & Data Management (30%):
• Act as the first point of contact for document collection, ensuring all client files are complete and compliant.
• Proactively communicate with clients to bridge "gaps" in information and file all data accurately within the CRM
• Portfolio Management & Client Retention (40%):
• Manage the existing loan book by monitoring pricing, interest-only expiries, and fixed-rate expiries.
• Conduct proactive outreach to ensure every client in the database is contacted at least twice per year, maintaining high retention and satisfaction.
• 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: Exceptional verbal and written English skills. As this role involves continuous client interaction, the ability to communicate clearly and professionally is vital.
• Aptitude: Strong mathematical skills with an uncompromising attention to detail.
• Autonomy: A self-starter mentality with the ability to work entirely unsupervised in a fast-paced environment.
• Education: Bachelor’s Degree (Commerce, Finance, or Business-related preferred)
• Tools: Advanced proficiency in Mercury (Aggregator Software) is highly preferred.

PREFERRED SKILLS (nice to have):

• Familiarity with a wide range of Australian lenders and their specific credit policies.

• Experience in managing fixed-rate and interest-only expiry pipelines.
• Ability to handle "curveball" lender requests during the pricing and valuation phase.