Executive Assistant / Business Operations Coordinator
D
D2BMortgage Brokerage
Philippines, AU Working HoursFull-TimeMiddle
Salary80,000 PHP per month
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Job Details
- Languages
- Fluent written and verbal English
- Experience
- 3+ years
- Required Skills
- CRM
Requirements
- 3+ years of direct experience in an Australian mortgage brokerage (EA, Loan Processor, Broker Assistant, or Operations Coordinator).
- In-depth understanding of the Australian loan lifecycle, credit concepts, and document standards.
- Deep knowledge of lender requirements and industry policies.
- Direct proficiency in major industry CRM platforms and Australian loan aggregator platforms.
- Familiarity with lender portals, servicing calculators, pricing tools, and document collection systems.
- Fluent written and verbal English skills.
- Strong task prioritization and proactive follow-through abilities.
- Proven experience in file management.
Responsibilities
- Act as the Director’s primary operational manager and force multiplier.
- Filter tasks, manage priority workflows, and resolve routine operational queries.
- Convert client briefs and strategic conversations into actionable deliverables.
- Coordinate meetings, prepare briefings, and manage active action lists.
- Translate client discovery notes into briefs for Brokers and Para Brokers.
- Facilitate document collection, KYC, and identity verification.
- Track loan milestones from pre-approval through to settlement.
- Maintain CRM data integrity and monitor pipeline to prevent bottlenecks.
- Facilitate structured file handovers between team members.
- Coordinate communication across lenders, BDMs, conveyancers, and accountants.
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