VA - Finance Broker Support

7 hours ago

Manila, National Capital Region, Philippines Xtrategy Finance Group Full time ₱360,000 - ₱480,000 per year

*** Exciting Opportunity: Join Our Team as a Virtual Assistant – Finance Broker Support ***

Join our dynamic team at Xtrategy Finance Group as a VA – Finance Broker Support, where you'll play a crucial role in delivering exceptional service to our clients while advancing your career in the financial services industry.

What we are looking for:

ü 
Working

cohesively with finance consultants, numerous lenders and relevant stakeholders

ü 
Delivering

comprehensive reports, loan processing, client onboarding and business support

ü 
Experienced

in operating various cloud CRM and other digital finance platforms

ü 
Implementing

streamline processes and can work flexible hours and adapt to business demand

Duties and Responsibilities:

o  
Business Support:
CRM management |Post settlement duties | Business Partner Management

o  
Customer Service Support:
Loan processing| Collect documents | Resolving issues and concerns

o  
Marketing Support:
Managing social media | Creating marketing collateral | Client Retention

o  
Administrative Support:
 Email management | Prepare audit files and compliance documents

Skills required:

ü Excellent finance broking operation, banking and finance skills (an advantage)

ü Ability to adapt to constantly changing technologies and business environment

ü Excellent in resolving critical matters with customers various stakeholders

ü Ability to stay focused in achieving targets while working independently and remotely

Values, Experience and Education:

o  Agent of Excellence: Consistent Positive Value Adding Performance with Integrity

o  Proven experience as a virtual assistance in the finance industry or similar role

o  Provide real life evidence of accomplishments and personal achievements

o  Bachelor Degree (an advantage) - Accounting or Finance or Business Administration

Benefits:

ü PHP 30K-35K/Month (
6 months probation)
|
PHP 40K-50K/Month
(
Post probation)

ü Bonuses and commission share + other benefits

ü Work remotely or home office - Australian (AEST) business hours

ü Paid Time Off – Because you deserve a break

ü Work-Life Balance – We value your well-being

ü Mentoring & Growth – Learn from industry experts

How to Apply:

If you are a dedicated and detail-oriented professional looking to join a growing company, we would love to hear from you. Please send your resume and a cover letter to and cc: with the subject line "
Mortgage Broker Virtual Assistant Application
."

  • Finance - Broker

    7 hours ago

    Manila, National Capital Region, Philippines RemoteHirely Full time ₱300,000 - ₱600,000 per year

    Key Responsibilities:Create Proposal Emails (Residential & Commercial): Craft persuasive and professional proposal emails tailored to both residential and commercial finance clients.Complete Residential Servicing Affordability: Accurately complete servicing affordability assessments for residential lenders, ensuring compliance with lender requirements.Loan...

  • Insurance VA

    6 days ago

    Manila, National Capital Region, Philippines Remote VA Full time ₱250,000 - ₱450,000 per year

    We're seeking a detail-oriented and reliable Insurance Virtual Assistant with hands-on experience using Applied Epic. The ideal candidate will support our customer service operations and be responsible for the accurate creation of insurance certificates and binders. If you're a self-starter with a passion for client service and a strong grasp of insurance...

  • Broker Support

    6 days ago

    Manila, National Capital Region, Philippines Asw Full time ₱40,000 - ₱60,000 per year

    Job DescriptionTHE OPPORTUNITYOur client is a specialist insurance provider offering tailored, competitively priced cover to tradespeople across Australia. Backed by leading underwriters and committed to sustainability as a subsidiary of Australia's first carbon-neutral insurance broker, they deliver a seamless online quoting experience paired with...

  • Finance Specialist VA

    6 days ago

    Manila, National Capital Region, Philippines Seamlessassist Full time ₱250,000 - ₱500,000 per year

    Job Overview:We are seeking a detail-oriented Finance Specialist VA to manage financial tasks, support accounting functions, and ensure accurate financial record-keeping. The ideal candidate will have experience in finance or accounting, strong analytical skills, and the ability to work independently in a remote environment.Key Responsibilities:Manage and...

  • Broker Support Associate

    6 days ago

    Manila, National Capital Region, Philippines Hunt St Full time A$15,600 - A$24,000 per year

    ​​Looking for Filipino (Philippines-based) candidatesJob Role: Broker Support AssociateCompensation range: $1,300 - $2,000 AUD/month (can offer higher for exceptional candidates)Setup: Full-time | Hybrid for Bacolod-based candidates | Open to candidates across the Philippines (Remote) | Employer of Record (EOR) but can also be under Independent...

  • Broker Admin Manager

    2 weeks ago

    Manila, National Capital Region, Philippines Lendi Group Full time ₱900,000 - ₱1,200,000 per year

    Company Description Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia's original and #1 digital mortgage brand - and the iconic Aussie franchise.Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of...

  • Mortgage Broker Support Officer

    8 hours ago

    Manila, National Capital Region, Philippines ConnectOS Full time ₱40,000 - ₱80,000 per year

    Schedule: Monday - Friday (6:00 AM - 3:00 PM PHT)What are we looking for?The purpose of a Broker Support Officer is to assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a...

  • UX/UI Designer VA

    10 hours ago

    Manila, National Capital Region, Philippines VA Masters Full time ₱1,200,000 - ₱2,400,000 per year

    We're hiring a UX/UI Designer VA to create clean, responsive designs in Figma and prepare them for our WordPress/Elementor developers. You'll create clean, responsive Figma designs and hand them off to our WordPress/Elementor experts, while also translating selected mockups into WordPress builds yourself when needed. Your role is to ensure every project...

  • Broker Administration Support

    6 days ago

    Manila, National Capital Region, Philippines Asw Full time ₱1,200,000 - ₱2,400,000 per year

    Job DescriptionTHE OPPORTUNITYAn Australian insurance brokerage is seeking a Broker Administration Support Officer to assist its commercial broking team with backend operations, renewal preparation, and insurer coordination. This newly created role is ideal for someone with solid experience in insurance administration who is looking to deepen their exposure...

  • Broker Assistant

    4 days ago

    Manila, National Capital Region, Philippines 57b2879c-0139-4d38-bdfb-6f4b68b0c277 Full time ₱250,000 - ₱500,000 per year

    INTERMEDIATE BROKER ASSISTANTLocation: Philippines (Remote)Shift: 7:00 AM to 4:00 PMUnlock your potential At TOA Global, we have a deep commitment to empowering individuals to excel in their enterprises, careers, and communities. Our global footprint stretches across Australia, New Zealand, North America, and Philippines, supporting our global clients in the...