Broker Support VA - 128

Position: Broker Support VA

Salary: ₱33,750 for no prior broking experience, ₱37,900 for 1 year, and ₱42,100 for 2+ years)

Working Hours & Conditions: Aligned with Australian hours; full-time (onsite in Cebu)

Holidays: AU Holidays

ABOUT THE COMPANY: 

The client is a premier Australian mortgage brokerage and financial advisory firm headquartered in Subiaco, Western Australia. Specializing in the residential and commercial lending sectors, the firm provides expert navigation through the complexities of home ownership, refinancing, and specialized business funding. With a deep focus on the Australian market, they act as a vital bridge between a diverse panel of leading lenders and a client base ranging from first-time homebuyers to high-turnover business entities.

The firm’s philosophy is built on the pillars of financial literacy and long-term partnership, moving beyond simple transactions to empower clients with a layman’s understanding of complex lending jargon. The client distinguishes itself through its high-level technical proficiency in analyzing intricate business financials and corporate trust structures—a rare skill set in the brokerage industry. By prioritizing a seamless, step-by-step guidance model, the team maintains an aspirational culture of excellence, ensuring every client’s financial well-being is secured through tailored, strategic advice.

OVERVIEW:

As a Broker Support VA, you will be the engine behind the scenes, ensuring that the loan application journey is stress-free and efficient for every client. Working closely with an experienced team, you will play a pivotal role in maintaining the firm’s reputation for high-touch, personalized service and expert lending advice.

RESPONSIBILITIES:

• Application Management: Assist in the end-to-end processing of residential and commercial loan applications using Connective (Mercury/MyCRM).
• Data Entry & Integrity: Accurately input client data and financial information into CRM systems and lender portals, ensuring all documentation meets compliance standards.
• Document Verification: Collect, review, and organize supporting documents (pay slips, tax returns, bank statements) to ensure applications are "investor-ready" before submission.
• Liaison: Coordinate with lenders, solicitors, and clients to track the progress of applications and resolve any outstanding conditions or "push-backs" promptly.
• Client Engagement: Maintain proactive communication with clients, providing regular updates on their application status to ensure a world-class customer experience.
• Administrative Excellence: Utilize Microsoft Office Suite (Word, Excel, Outlook) to manage schedules, generate reports, and maintain organized digital filing systems.
• Continuous Improvement: Work under the mentorship of senior staff to refine processes and stay updated on Australian lending policies and NCCP/BID requirements.

Requirements

QUALIFICATIONS:

• Education: Minimum of a Bachelor’s Degree in a relevant field (Business, Finance, or Commerce preferred).
• Experience: At least 1 year of Virtual Assistant (VA) experience is required. While Australian mortgage broking experience is highly preferred, general VA experience with a strong administrative background will be considered.
• Technical Skills: High proficiency in Microsoft Office (specifically Excel and Word) and a quick learner of new CRM software.
• Communication: Exceptional written and verbal English communication skills, with a background in customer service.
• Location & Reliability: Must be based in Cebu and able to commit to Perth business hours consistently.

PREFERRED SKILLS (nice to have):

• Industry Tools: Prior experience using Connective (Mercury or MyCRM) is a significant advantage.
• Industry Knowledge: Familiarity with the Australian mortgage industry, including basic knowledge of lenders and loan structures.
• Certifications: A Cert IV in Finance and Mortgage Broking is a plus but not mandatory.
• Soft Skills: High attention to detail, strong organizational skills, and the ability to work independently in a fast-paced environment.