# Executive Assistant

> D2B · Metro Manila, Philippines (Remote) · Full-time · Posted 2026-05-27

**Salary:** unknown currency 70,000–80,000

**Workplace:** remote

**Department:** RecOps

## 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:

-   Coordinate and send initial hello pack.
-   Set up Email, Server & MYCRM folders. Issue Credit Consent & privacy statement via MYCRM For new client Deals.
-   Review Workflows & team capability to assign deals.
-   Set up document collection portal via File Invite.
-   Collate received documentation.
-   Label & file supporting documentation.
-   Track & collect outstanding documents as required.
-   Review documents for accuracy in naming convention
-   Manage workflows of application timeline
-   Perform basic IT troubleshooting to assist team members & maintain office functionality.
-   Provide support in general business operations & project management tasks.
-   Action HR Admin Payroll tasks ensuring smooth operation.
-   Carry out any other ad hoc tasks as required to support the team & business goals. Document collection & Consent follow up.
-   Try to anticipate the needs of the Managing Director and any other direct supervisor where applicable

-   Compliance:

-   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.

## Requirements

**QUALIFICATIONS**:

-   **Experience**: Minimum of 3–5 years of experience as an Executive Assistant, Operations Coordinator, or Senior Broker Support Specialist, preferably within the Australian mortgage, banking, or financial services space.
-   **Communication Skills**: Exceptional verbal and written English communication skills, with a polished corporate tone suitable for high-level stakeholder and client management.
-   **Operational Mastery**: Proven capability in creating and optimizing business workflows, checklists, and standardized procedures.
-   **Organization & Autonomy**: Superb time-management skills with the ability to manage multiple files, track tight application timelines, and work productively in a fully remote environment.
-   **Productivity Tools**: Prior experience or willingness to work in an environment utilizing Time Doctor for productivity management. 

**PREFERRED SKILLS (nice to have)**:

-   **Technical Tool Stack**: Direct experience using mortgage industry CRM tools (specifically MYCRM) and secure document collection platforms (specifically File Invite).
-   **Tech-Savvy Nature**: Comfort with basic digital troubleshooting and a quick learning curve when adopting new cloud-based office tools.
-   **Financial Literacy**: Comfort handling numbers, data verification, and basic financial or commission reconciliations.

## Apply

[Apply at D2B](https://apply.workable.com/d2b-1/j/B2DBB664C6/apply)

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