Credit & Deal Workshopping Admin
H
Hunt StFinancial Services
Looking for Philippines-based candidates, Australian business hours (approx. 9 AM - 5 PM AEST/AEDT, Monday to Friday)Contract
Salary1,400 - 1,800 AUD per month
Apply NowOpens the employer's application page
Job Details
- Languages
- Strong written English
- Required Skills
- SlackData entryCRM
Requirements
- Strong written English with the ability to clearly summarize financial and deal information.
- Strong attention to detail and accuracy when handling financial information and data.
- Excellent administrative and data-entry skills.
- Highly organised with the ability to manage multiple deals and deadlines simultaneously.
- Comfortable working across multiple software platforms, portals and CRM systems.
- Confident using Slack, email and other digital communication tools.
- Able to follow structured processes consistently while working independently.
- Reliable and available during Australian business hours.
- Willingness and ability to learn new systems and lender platforms quickly.
Responsibilities
- Monitor Slack for new deal workshopping requests from brokers.
- Review deal breakdowns, bank statement analysis and client information.
- Enter deal details accurately into lender quoting and assessment platforms.
- Review indicative lender outcomes, including serviceability, likely approval and pricing.
- Prepare concise deal summaries and email lender BDMs where required.
- Consolidate lender responses into clear summaries for brokers.
- Track deals and follow up on outstanding lender responses to ensure same-day turnaround.
- Maintain accurate workshopping records and update Lend and GoHighLevel.
- Respond to broker status queries and flag lender delays, declines or system issues.
- Adapt to new lender platforms and support process improvements as the business grows.
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