We are looking for a highly organised and detail-oriented Broker Assistant to support our finance/mortgage operations team. This role is ideal for someone who thrives in a fast‑paced environment and enjoys managing processes, documentation, and client coordination across the loan lifecycle.

Work Set Up

• Employment Type: Full Time
• Shift Schedule: Mon-Fri, 6:00 am to 3:00 pm
• Work Setup: Onsite
• Location: Cavite

Key Responsibilities

• Send Credit Guides and document requests to clients.
• Maintain accurate CRM updates, including stage progression and data entry.
• Check, organise, rename, and store client documents in SharePoint.
• Order and manage property valuations (upfront and final), updating CRM systems accordingly.
• Save and organise MIR-related communications in SharePoint.
• Manage internal stage communications (e.g. Lodged, Formal Approval, Settlement ...