Job Brief

We are seeking a highly motivated and detail-oriented Business Support Specialist to join our team remotely. In this role, you will provide critical administrative and customer support to our finance brokerage operations, ensuring the accurate processing of client data and loan applications.

You will support the end-to-end workflow across client onboarding, documentation, and application processing. This role offers the opportunity to contribute to a growing business within the Australian asset finance sector while developing long-term career progression.

Responsibilities

Data Management: Build and maintain client assets and liabilities within the CRM system, ensuring data accuracy at all times.

Data Management: Create and manage contacts and accounts, maintaining clean and reliable records.

Document Coordination: Prepare and send document requests to lenders via email.

Document Coordination: Follow up with clients and stakeholders to ensure timely receipt of required documentation.

Document Coordination: Organise and file all documents within Google Drive using structured and consistent systems.

Client Communication: Draft and send clear, professional, and actionable communication to clients via email.

Application Processing: Create and complete loan applications within the CRM platform.

Settlement Support: Prepare settlement packs for clients and accountants, ensuring completeness and accuracy.

Partner Coordination: Request insurance quotes from partners and manage related communication.

Administrative Support: Provide ad hoc support to business owners, completing tasks accurately and efficiently.

System Utilisation: Use various systems and tools to support daily operations and maintain workflow efficiency.

Requirements

Proven experience in administrative or support roles, ideally within finance or mortgage brokerage environments.

Strong experience in the Australian lenders asset finance

Ability to learn and operate CRM systems quickly and effectively.

Strong written and verbal English communication skills.

High attention to detail with a focus on data accuracy.

Ability to work independently with minimal supervision.

Strong organisational skills with the ability to prioritise tasks in a fast-paced environment.

Willingness to work standard Sydney (AEST) business hours, Monday to Friday.

Software Proficiency

CRM Systems – Mercury CRM

Productivity Tools – Google Suite (Gmail, Google Drive, Docs, Sheets)

Data Management – Microsoft Excel

Education

Bachelor’s Degree in Business Administration, Finance, Management, or a related field.

Personal Attributes

Highly motivated with a proactive approach to task execution.

Professional and clear communicator across all channels.

Strong work ethic with a commitment to accuracy and integrity.

Adaptable and comfortable working within a remote team environment.

Disciplined with a strong focus on completing tasks efficiently and correctly.

Time Zone: Australian Business Hours

Applicant Location: Must be located in the Philippines

About Outdesk

At Outdesk, our mission is to bridge the gap between exceptional talent in the Philippines and the dynamic business needs of our clients in Australia. We are committed to delivering bespoke recruitment and comprehensive employment solutions that foster long-term success for both our clients and staff.

Employee Benefits

Paid Leave

13th Month Pay

SSS

Philhealth

Pag-Ibig

BIR

HMO

Business Support Specialist (Asset Finance)