Pear Tree.Executive Assistant (AU Mortgage Brokerage)
Position: Executive Assistant (AU Mortgage Brokerage)
Salary: PHP 60,000 - 75,000/month
Working Hours & Conditions: Aligned with Australian hours; full-time (remote)
Holidays: AU Holidays
ABOUT THE COMPANY:
The client is a premier Melbourne-based financial brokerage specializing in high-impact lending solutions across the residential, commercial, and asset finance sectors. They act as a sophisticated bridge between a diverse clientele and a network of over 40 leading Australian lenders, ensuring seamless capital access for property investors and business owners.
Driven by a philosophy of transparency and strategic wealth creation, the firm distinguishes itself through bespoke financial architecture rather than one-size-fits-all products. By combining deep credit expertise with a modern, agile service model, the client has solidified its reputation as a trusted leader for clients seeking clarity and competitive advantage in a complex market.
OVERVIEW:
We are seeking a high-caliber Executive Assistant with specific experience in the Australian mortgage industry to act as a strategic partner to the Principal Broker. This is a dynamic, client-facing role that requires a rare blend of technical mortgage knowledge and elite communication skills. You will be responsible for managing the front-end loan process, maintaining the existing client database, and providing direct strategic support to the Principal Broker to ensure no lead or expiring rate falls through the cracks
RESPONSIBILITIES:
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.
QUALIFICATIONS (must haves):
- 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.
PREFERRED SKILLS (nice to have):
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.