
Home-based Asset Finance Specialist
4 days ago
About the client:
A boutique Australian asset finance brokerage specialising in asset
finance and business loans. We pride ourselves on delivering exceptional service to our
clients and building strong relationships with our lending partners. Our strength lies in the
strong relationships we build with our clients, and they refer new clients to us because of it.
Jeremiah and Andrew work as a close-knit team, bringing over 40 years of combined
experience in the finance industry to serve our clients.
Job Summary:
We are seeking a highly motivated and detail-oriented Business Support Specialist to join
our team remotely in the Philippines. In this role, you will be responsible for providing critical
administrative and customer support to our finance brokerage operations, ensuring efficient
and accurate processing of client data and loan applications. This is an excellent opportunity
to contribute to a dynamic company in the Australian asset finance industry with potential for
career growth.
Key Responsibilities:
● Data Management: Accurately build and maintain client assets and liabilities in our
CRM system (Mercury). Create and manage contacts and accounts, ensuring data
integrity.
● Document Coordination: Prepare and send document requests to lenders via
email. Follow up to ensure timely receipt of information. Organise and file all
documents in our Google Drive in a clear and efficient manner.
● Client Communication: Draft and send actionable requests to clients via email,
ensuring clear and professional communication.
● Application Processing: Create and fill out loan applications in our CRM system
(Mercury).
● Settlement Support: Prepare settlement packs for clients and their accountants,
ensuring accuracy and completeness.
● Partner Coordination: Request insurance quotes from our insurance partners and
manage communication related to these quotes.
● Administrative Support: Provide ad-hoc support to the business owners (Jeremiah
and Andrew), taking instructions and completing tasks efficiently and accurately.
● System Utilisation: Proficiently utilise various peripheral systems as needed to
support the business operations.
Qualifications and Skills:
● Prior experience or a strong interest in the Australian asset finance and business
loan industry is highly regarded.
● Proven ability to learn new CRM systems quickly (experience with Mercury CRM a
plus).
● Proficiency in Google Suite (Gmail, Google Drive, Google Docs, Google Sheets).
● Basic proficiency in Excel.
● Excellent written and verbal communication skills in English.
● Exceptional attention to detail and a commitment to accuracy.
● Self-motivated and able to work independently with minimal supervision.
● Ability to follow instructions and prioritise tasks effectively.
● A passion for finance and a strong work ethic.
● Must be willing to work standard Sydney, Australia (AEST) business hours, Monday
to Friday.
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