Client Service Assistant Manager

3 hours ago

Manila, National Capital Region, Philippines Asw Full time A$60 - A$90 per year

Job Description

Join a fast-growing, Sydney-based mortgage brokerage delivering personalized home-loan solutions—trusted by a steadily expanding client base and backed by years of industry expertise.

The Opportunity

Step into a key role within a growing, high-performing mortgage brokerage where you'll support brokers, streamline processes, and ensure smooth client journeys from application to settlement. This position offers hands-on responsibility, strong team support, and clear pathways for career progression in a close-knit, fast-moving environment.

Why join us?

  • Proudly Great Place to Work certified
  • Celebrate globally: Company trips (2025: Hong Kong, 2024: Thailand), Culture Champs, Year-end parties, leadership awards & more
  • Grow with stability: 100+ in our 10-Year Club by 2025
  • Dynamic talent network: 2,000+ across APAC and beyond
  • Competitive compensation with annual reviews
  • Comprehensive medical care for you and your family
  • Generous paid leave because work-life balance matters
  • Level up with LinkedIn Learning and tailored training
  • Flexible work setup

Staff Testimonial

"Working here has been one of the best career decisions I've made. The team is incredibly supportive, the culture is genuine, and you're trusted with real responsibility from day one"- Senior Broker, ASW Philippines

What You'll Do

  • Oversee the full post-approval process, including sending detailed approval and pre-approval confirmations to clients, ensuring MYCRM and broker updates are accurate, managing all settlement conditions with both clients and banks, and coordinating closely with the conveyancer throughout each stage.
  • Supporting clients in completing loan documents and ensuring they are saved and filed correctly, continuously updating MYCRM with key milestones such as settlement dates and required documentation.
  • Request and manage all valuations
  • Complete and manage all pricing requests with banks, including escalations
  • Prepare FHOG and Discharge Authority forms
  • Manage all client half-yearly and annual reviews
  • Proactively moving each deal through the pipeline from approval to settlement to ensure a smooth and timely completion
  • Provide general support and coverage to all team members, assisting where needed

Key Criteria

  • Bachelor's degree in Finance, Business Administration, Economics, Accounting, or a related field.
  • Minimum of 2 -3 years of experience supporting and working with an Australian-based mortgage broker.
  • Strong written and verbal communication skills, demonstrated through professional email correspondence and client phone interactions.
  • Ability to perform effectively in a high-pressure, fast-paced environment while maintaining accuracy and professionalism.
  • Well-presented, detail-oriented, and committed to delivering high-quality client service.
  • Solid understanding of the end-to-end home loan process, from initial inquiry through to settlement.
  • Tech-savvy, with the ability to quickly learn and adapt to new software and CRM systems.
  • Highly organized, with proven capability in multitasking and managing competing priorities.
  • Mortgage or finance-related qualifications are an advantage

Work setup:

Manila (BGC, Taguig): Australian hours (6 am–3 pm PHT) with a full-time work-from-home set up.

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