Pear Tree.

Executive Assistant – AU Mortgage Brokerage

Pear Tree.

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 ₱60,000 - ₱75,000 per month

Job Level

Junior

About the role

  • Front-End Administration & Data Management (30%):
  • Act as the first point of contact for document collection, ensuring all client files are complete and compliant.
  • Proactively communicate with clients to bridge "gaps" in information and file all data accurately within the CRM
  • Portfolio Management & Client Retention (40%):
  • Manage the existing loan book by monitoring pricing, interest-only expiries, and fixed-rate expiries.
  • Conduct proactive outreach to ensure every client in the database is contacted at least twice per year, maintaining high retention and satisfaction.
  • Executive Support & Ad-hoc Operations (30%):
  • Provide high-level support to the Principal Broker, including requesting valuations and obtaining lender pricing for live deals.
  • Manage variations and provide critical reminders to the Principal to ensure timely follow-ups on all active opportunities.

Requirements

  • Experience: Proven track record in the Australian Mortgage Broking industry.
  • Communication: Exceptional verbal and written English skills. As this role involves continuous client interaction, the ability to communicate clearly and professionally is vital.
  • Aptitude: Strong mathematical skills with an uncompromising attention to detail.
  • Autonomy: A self-starter mentality with the ability to work entirely unsupervised in a fast-paced environment.
  • Education: Bachelor’s Degree (Commerce, Finance, or Business-related preferred)
  • Tools: Advanced proficiency in Mercury (Aggregator Software) is highly preferred.
  • Familiarity with a wide range of Australian lenders and their specific credit policies.
  • Experience in managing fixed-rate and interest-only expiry pipelines.
  • Ability to handle "curveball" lender requests during the pricing and valuation phase.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
mathematical skillsattention to detailportfolio managementclient retentiondata managementdocument compliancepricing managementloan book managementvaluation requestslender pricing
Soft Skills
communication skillsverbal communicationwritten communicationself-starter mentalityautonomyclient interactionprofessionalismproactive outreachattention to detailfast-paced work