Mortgage Brokerage Administration Assistant

Deskwork Aotearoa Limited

₱60-65K[Monthly]
Remote3-5 Yrs ExpBachelorFull-time
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Remote Details

Open CountryPhilippines

Language RequirementsEnglish

This remote job is open to candidates in specific countries. Please confirm if you want to continue despite potential location restrictions

Job Description

Benefits

  • Time Off & Leave

    Paid Time Off

Description

1. Loan Re-Fixing Support:

  • Client Communication: Engage with clients prior to the expiration of their fixed-term loans to discuss re-fixing options, providing relevant information on current rates and available offers.
  • Document Preparation: Prepare and dispatch re-fixing documentation, ensuring that all information is accurate and up-to-date.
  • Rate Comparison: Assist clients in comparing interest rate options and advise on the most suitable choices based on their financial circumstances.
  • Follow-Up: Track and follow up with clients to ensure timely completion of the re-fixing process, including the submission of necessary documents.

2. Administrative Support:

  • Data Entry: Accurately input and update client information in the brokerage firm’s CRM system.
  • File Management: Maintain organised and secure client files, both physical and electronic, for easy access and reference.
  • Scheduling: Manage appointments and meetings for mortgage brokers, including follow-ups and reminders to ensure all parties are informed.

3. Client Servicing:

  • Client Inquiries: Manage incoming calls and emails from clients, providing information or directing them to the appropriate team member as needed.
  • Customer Relationship Management: Build and maintain strong relationships with clients by offering exceptional service and addressing concerns promptly.
  • Problem Resolution: Aid in resolving any issues related to loan re-fixing by liaising with the mortgage broker and financial institutions.

4. Compliance and Documentation:

  • Compliance Checks: Ensure that all documentation and processes are in compliance with New Zealand’s financial regulations and the brokerage firm's policies.
  • Document Verification: Review client documents for accuracy and completeness before submission to financial institutions.

Requirements

  • Experience: Previous experience in a similar administrative or customer service role, ideally within the financial or mortgage industry in New Zealand or Australia.
  • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems.
  • Communication: Strong verbal and written communication skills, with the ability to interact professionally with clients and team members.
  • Attention to Detail: Excellent organizational skills with a high level of attention to detail, ensuring accuracy in all tasks.
  • Time Management: Ability to efficiently manage multiple tasks and deadlines in a remote work environment.
  • Problem-Solving: Proactive and resourceful, capable of troubleshooting issues and providing effective solutions.
Mortgage BrokerageLoan re-fixing supportCRM systems know-howData EntryAssisted multiple BrokersAU/NZ Brokerage/Mortgage
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Bem Ubaldo

People and Culture LeaderDeskwork Aotearoa Limited

Active today

Posted on 04 July 2025

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