Executive Assistant at D2B

Manila, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

25 Aug, 26

Salary

80000.0

Posted On

27 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Operations Coordination, Workflow Optimization, Stakeholder Management, Client Relations, Financial Reconciliation, Compliance Monitoring, Administrative Support, Project Management, HR Administration, Time Management, English Communication, IT Troubleshooting, Document Management, Scheduling, Budgeting, Process Innovation

Industry

Financial Services

Description

Position: Mortgage Broker Assistant Salary: PHP 70,000 - 80,000 per month Working Hours & Conditions: Aligned with Australian hours; full-time (remote) Holidays: AU Holidays OVERVIEW: The client knows that sensible processes are at the heart of a successful workflow. We’re searching for a driven individual who can help us streamline daily operations to ensure efficiency and adherence to budget across all departments. The Executive Assistant/Operations should be comfortable communicating with people throughout the organization, able to solve problems and improvise as needed, and adept at estimating and managing time for a variety of tasks. The ideal candidate is a natural coordinator who has a strong sense of big picture objectives and a sharp eye for detail. RESPONSIBILITIES: Monitor day-to-day operations, report on performance, recommend actionable improvements when necessary. Innovate business processes to optimise turnaround times and customer experience. Create Procedure and Protocols (such as checklists, workflows, and procedures) and Distribute to Staff: Communicate and coordinate with employees (including Management team) and stake holders Manage the Onboarding and guide new employees to ensure that they adhere to standard operating procedures of PPHL. Maintain Client relations and perform a variety of administrative tasks including but not limited to: Scheduling appointments, responding to client emails, and prioritising applications on behalf of the Para broking team. Schedule meetings for senior Broker team and book conferences with clients & Banks as needed. Reconciliation of monthly commissions reports and budgeting. Manage & Control file ownership of applications. Manage & Control the Review process to ensure client longevity. Oversee “Post Settlement client enquiries. Manage & Control Broker Email Proactive approach to innovation and business efficiency Lending Operational Duties: Coordinate and send initial hello pack. Set up Email, Server & MYCRM folders. Issue Credit Consent & privacy statement via MYCRM For new client Deals. Review Workflows & team capability to assign deals. Set up document collection portal via File Invite. Collate received documentation. Label & file supporting documentation. Track & collect outstanding documents as required. Review documents for accuracy in naming convention Manage workflows of application timeline Perform basic IT troubleshooting to assist team members & maintain office functionality. Provide support in general business operations & project management tasks. Action HR Admin Payroll tasks ensuring smooth operation. Carry out any other ad hoc tasks as required to support the team & business goals. Document collection & Consent follow up. Try to anticipate the needs of the Managing Director and any other direct supervisor where applicable Compliance: Ensuring the Companies practices are in line with regulatory requirements. Maintaining a current knowledge of changes to regulatory requirements. Implementing changes to meet regulatory guidelines. Execute verification of compliance standards. QUALIFICATIONS: Experience: Minimum of 3–5 years of experience as an Executive Assistant, Operations Coordinator, or Senior Broker Support Specialist, preferably within the Australian mortgage, banking, or financial services space. Communication Skills: Exceptional verbal and written English communication skills, with a polished corporate tone suitable for high-level stakeholder and client management. Operational Mastery: Proven capability in creating and optimizing business workflows, checklists, and standardized procedures. Organization & Autonomy: Superb time-management skills with the ability to manage multiple files, track tight application timelines, and work productively in a fully remote environment. Productivity Tools: Prior experience or willingness to work in an environment utilizing Time Doctor for productivity management. PREFERRED SKILLS (nice to have): Technical Tool Stack: Direct experience using mortgage industry CRM tools (specifically MYCRM) and secure document collection platforms (specifically File Invite). Tech-Savvy Nature: Comfort with basic digital troubleshooting and a quick learning curve when adopting new cloud-based office tools. Financial Literacy: Comfort handling numbers, data verification, and basic financial or commission reconciliations.

Responsibilities

The role focuses on streamlining daily operations, optimizing business processes, and managing administrative tasks for a mortgage brokerage. Key duties include coordinating client applications, managing compliance standards, and supporting the Managing Director and senior broker team.