Finance Administration Assistant

YMB Finance; Cebu City; Vor Ort; PHP 2.182.000 - 2.836.000; Vollzeit

Zusammenfassung

YMB Finance in Melbourne is seeking an Administration Assistant to support a growing mortgage broking team. You will handle document processing, data entry, and client communications with a client-first mindset.

Ideal candidates have attention to detail, strong organisational skills, and experience with CRM systems and Microsoft Office. This role offers a dynamic, fast-paced environment with opportunities for professional development.

Qualifikationen

• Previous administration experience, ideally within finance or mortgage broking.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication.
• Ability to manage multiple tasks and meet deadlines.
• Tech-savvy with experience using CRM systems and Microsoft Office.

Aufgaben

• Process and verify customer documents, ensuring accuracy and compliance with industry standards
• Compile and maintain complete customer files, entering data into our CRM for assessment
• Record all client communications (emails, texts, calls) accurately
• Liaise with clients to collect outstanding information and provide timely updates on loan applications
• Follow up with lenders and track applications from submission to settlement
• Ensure all loan documentation is processed efficiently and accurately
• Communicate professionally and courteously with clients to build strong relationships
• Ensure all documentation complies with corporate, regulatory, and risk standards
• Organise pricing and valuations for client applications
• Notify relevant parties of loan approvals and conditions

Kenntnisse

Attention to detail

Organisational skills

Written & verbal communication

CRM systems

Microsoft Office

Team player

Tools

CRM systems

Microsoft Office

Jobbeschreibung

Join a dynamic and client-focused mortgage brokerage in Melbourne, Australia where your attention to detail and organisational skills will make a real impact.

We are seeking a proactive and reliable Administration Assistant to support our growing team. This role is ideal for someone who thrives in a fast-paced environment, enjoys working with people, and is passionate about delivering exceptional service.

Key Responsibilities:

• Process and verify customer documents, ensuring accuracy and compliance with industry standards

• Compile and maintain complete customer files, entering data into our CRM for assessment

• Record all client communications (emails, texts, calls) accurately

• Liaise with clients to collect outstanding information and provide timely updates on loan applications

• Follow up with lenders and track applications from submission to settlement

• Ensure all loan documentation is processed efficiently and accurately

• Communicate professionally and courteously with clients to build strong relationships

• Ensure all documentation complies with corporate, regulatory, and risk standards

• Organise pricing and valuations for client applications

• Notify relevant parties of loan approvals and conditions

• Coordinate with clients, conveyancers, and solicitors to book settlements

• Investigate and resolve customer issues promptly

• Produce written communications using relevant software tools

• Contribute to the development of customer service procedures and standards

About You:

• Previous experience in administration, ideally within finance or mortgage broking, preferred but not necessary

• Strong attention to detail and organisational skills

• Excellent written and verbal communication

• Ability to manage multiple tasks and meet deadlines

• Tech-savvy with experience using CRM systems and Microsoft Office

• A team player with a customer-first mindset

Why Join Us?

• Supportive and collaborative team culture

• Opportunities for professional development

• Work with a respected brand in the mortgage industry

• Make a meaningful contribution to helping clients achieve their property goals