D2B
Financial Services
ExecutiveAssistant
Neural analysis suggests this role is
optimal for Mid candidates.
“Executive Assistant at D2B. Skills: Process management, Cross-functional coordination, Vendor/stakeholder management, Operational metrics. Monitor day-to-day operations. Report on performance”
What You'll Achieve.
Streamline daily operations to ensure efficiency and adherence to budget across all departments; Optimise turnaround times and customer experience; Ensure that they adhere to standard operating procedures of PPHL; Manage & Control the Review process to ensure client longevity; Ensuring the Companies practices are in line with regulatory requirements; Implementing changes to meet regulatory guidelines
Industry & Context.
Solve problems and improvise as needed
What They're Looking For.
Must Have
Minimum of 3–5 years of experience as an Executive Assistant, Operations Coordinator, or Senior Broker Support Specialist, Exceptional verbal and written English communication skills, Proven capability in creating and optimizing business workflows, checklists, and standardized procedures, Superb time-management skills, Ability to manage multiple files, Track tight application timelines, Work productively in a fully remote environment, Prior experience or willingness to work in an environment utilizing Time Doctor for productivity management
Nice to Have
Direct experience using mortgage industry CRM tools (specifically MYCRM), Direct experience using secure document collection platforms (specifically File Invite), Comfort with basic digital troubleshooting, Quick learning curve when adopting new cloud-based office tools, Comfort handling numbers, Data verification, Basic financial or commission reconciliations
What You'll Do.
Monitor day-to-day operations
Report on performance
Recommend actionable improvements
Innovate business processes
Optimise turnaround times
Optimise customer experience
Create Procedure and Protocols
Communicate and coordinate with employees
Coordinate with stake holders
Manage the Onboarding
Adhere to standard operating procedures
Maintain Client relations
Perform administrative tasks
Schedule meetings for senior Broker team
Book conferences with clients & Banks
Reconciliation of monthly commissions reports
Manage & Control file ownership
Manage & Control the Review process
Oversee “Post Settlement client enquiries
Manage & Control Broker Email
Proactive approach to innovation
Proactive approach to business efficiency
Coordinate and send initial hello pack
Server & MYCRM folders
Issue Credit Consent & privacy statement
Review Workflows & team capability
Set up document collection portal
Collate received documentation
Label & file supporting documentation
Track & collect outstanding documents
Review documents for accuracy
Manage workflows of application timeline
Perform basic IT troubleshooting
Provide support in general business operations
Provide support in project management tasks
Action HR Admin Payroll tasks
Carry out any other ad hoc tasks
Document collection & Consent follow up
Anticipate the needs of the Managing Director
Ensuring the Companies practices are in line with regulatory requirements
Maintaining a current knowledge of changes to regulatory requirements
Implementing changes to meet regulatory guidelines
Execute verification of compliance standards
How You'll Work.
Team & Collaboration
Communicate and coordinate with employees (including Management team); Coordinate with stake holders; Guide new employees; Manage & Control the Review process to ensure client longevity; Oversee “Post Settlement client enquiries; Manage & Control Broker Email; Review Workflows & team capability to assign deals; Perform basic IT troubleshooting to assist team members; Provide support in general business operations & project management tasks; Carry out any other ad hoc tasks as required to support the team & business goals; Try to anticipate the needs of the Managing Director and any other direct supervisor where applicable
Communication Scope
Exceptional verbal and written English communication skills; Polished corporate tone suitable for high-level stakeholder and client management
Process & Methodology
Project management tasks
Full Job Description
**Position** : Mortgage Broker Assistant **Salary** : PHP 70,000 - 80,000 per month **Working Hours & Conditions**: Aligned with Australian hours; full-time (remote) **Holidays** : AU Holidays **OVERVIEW** : The client knows that sensible processes are at the heart of a successful workflow. We’re searching for a driven individual who can help us streamline daily operations to ensure efficiency and adherence to budget across all departments. The **Executive Assistant/Operations** should be comfortable communicating with people throughout the organization, able to solve problems and improvise as needed, and adept at estimating and managing time for a variety of tasks. The ideal candidate is a natural coordinator who has a strong sense of big picture objectives and a sharp eye for detail. **RESPONSIBILITIES** : * Monitor day-to-day operations, report on performance, recommend actionable improvements when necessary. * Innovate business processes to optimise turnaround times and customer experience. * Create Procedure and Protocols (such as checklists, workflows, and procedures) and Distribute to Staff: * Communicate and coordinate with employees (including Management team) and stake holders * Manage the Onboarding and guide new employees to ensure that they adhere to standard operating procedures of PPHL. * Maintain Client relations and perform a variety of administrative tasks including but not limited to: Scheduling appointments, responding to client emails, and prioritising applications on behalf of the Para broking team. * Schedule meetings for senior Broker team and book conferences with clients & Banks as needed. * Reconciliation of monthly commissions reports and budgeting. * Manage & Control file ownership of applications. * Manage & Control the Review process to ensure client longevity. * Oversee “Post Settlement client enquiries. * Manage & Control Broker Email * Proactive approach to innovation and business efficiency * Lending Operational Duties: * Coordinat
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