Finance Broker

  • Philippines
  • Permanent
  • Full-time
  • 22 days ago
*** Exciting Opportunity: Join Our Team as a Virtual Assistant (VA) - Finance Broker Support *** Better Working Hours | Excellent Pay Structure | Work Remotely | Career Growth & Mentorship Join our dynamic team at Xtrategy Finance Group as a VA - Finance Broker Support, where you&aposll deliver exceptional service to clients, lenders, and brokers across the Australian mortgage and finance industry . Duties and Responsibilities: Loan & Client Support Manage end-to-end loan application processing for Australian borrowers Collect, verify, and upload client documents Liaise with banks, credit assessors, and third parties Handle post-settlement processes and documentation Maintain CRM and digital finance platforms Business and Admin Support Manage emails, calendars, and client data Prepare compliance documents and audit files Support daily operations, reporting, and stakeholder coordination Manage basic social media tasks and email marketing What we're looking for: o Proven experience supporting Australian finance brokers or credit professionals (an advantage) o Strong understanding of Australian lending, banking, or mortgage operations o Skilled in using CRMs (SalesTrekker, ApplyOnline, etc.), Microsoft 365, and cloud-based tools o Excellent in resolving critical matters with clients and various stakeholders o Strong English communication skills - written and verbal o Flexible, proactive, and committed to continuous improvement Values, Experience and Education: o Agent of Excellence : You consistently deliver value with professionalism and integrity o Proven Experience : You've supported successful loans and can show real-world achievements o Education : Bachelor's degree - Finance or Business Administration o Adaptable & Tech-Savvy : You thrive in a digital-first, fast-paced environment Benefits: o PHP 30K-35K/Month (probation) | PHP 35K-50K/Month ( Post probation) o Performance bonuses and commission share + other benefits o Work remotely or home office - Australian (AEST) business hours o Paid Time Off - Because you deserve a break! o Work-Life Balance - We value your well-being! o Mentoring & Growth - Learn from industry experts! How to Apply: If you are a dedicated and detail-oriented professional looking to join a growing company, we would love to hear from you. Please send your resume and a cover letter to [HIDDEN TEXT] and cc: [HIDDEN TEXT] with the subject line " VA - Finance Broker Support Application ." Show more Show less

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