Executive Assistant
Koruna Assist Back Office Solution Inc.
Website: https://www.korunaassist.com
Working Hours: Regular Hours, Mondays- Fridays, 7 AM- 4 PM (Fixed day shift and weekends off!!)
We are seeking a highly organized, detail-oriented, and proactive Executive Assistant (EA) to support our Senior Broker. This role requires exceptional communication skills, the ability to manage multiple tasks efficiently, and a strong understanding of mortgage brokerage operations. The ideal candidate will have experience in administration Support, CRM management, and liaising with clients and financial institutions.
Benefits and perks:
- HMO w/ Dental Coverage
- Free Maxicare Dependent and Annual Physical Check-up
- Competitive Salary (6-month increase and yearly appraisal)
- Optical Perks
- Miscellaneous allowance
- Incentives + Bonuses
- Quarterly Performance Bonus
- Perfect Attendance Rewards
- 20 paid days off + Birthday Leave
- 2 weeks paid off over Christmas
- Complete WFH set-up and internet subsidy (for applicants within Metro Cebu only)
- Fun Fridays
- Positive work culture
- Training and development opportunities
Job Qualifications:
- Minimum 2 years of experience as an Executive Assistant, Virtual Assistant, or similar role.
- Excellent written and verbal communication skills in English.
- Strong organizational and time-management skills with high attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Google Workspace.
- Experience with CRM systems (e.g., Hubspot, Infynity, or similar).
- Ability to work independently and manage multiple priorities effectively.
- High level of professionalism and discretion in handling confidential information.
Job Responsibilities:
Administrative & Operational Support
- Manage the Senior Broker’s calendar, schedule appointments, and coordinate meetings.
- Handle email correspondence, draft responses, and follow up on outstanding matters.
- Maintain and update client records in the CRM system.
- Prepare reports, spreadsheets, and presentations as required.
- Organise and manage digital files and documentation for efficient retrieval.
Client & Stakeholder Coordination
- Act as the first point of contact for clients, ensuring timely and professional communication.
- Coordinate with lenders, solicitors, and other stakeholders to track loan applications and settlements.
- Follow up with clients for missing documentation or additional requirements.
- Provide high-level customer service to ensure an exceptional client experience.
Loan Process Support
- Assist in preparing loan applications and documentation for submission.
- Review and verify financial documents for completeness and accuracy.
- Monitor application progress and liaise with lenders for status updates.
- Support compliance and regulatory requirements by maintaining proper documentation.
Process Improvement & Reporting
- Identify opportunities to streamline administrative processes and enhance efficiency.
- Maintain key performance metrics and prepare summary reports for the Senior Broker.
- Support training and onboarding of future offshore staff if required.
Head over to www.korunaassist.com/careers/ or send your updated resume to [email protected] to apply!
Koruna Assist Back Office Solution Inc.
Website: https://www.korunaassist.com
Working Hours: Regular Hours, Mondays- Fridays, 7 AM- 4 PM (Fixed day shift and weekends off!!)
We are seeking a highly organized, detail-oriented, and proactive Executive Assistant (EA) to support our Senior Broker. This role requires exceptional communication skills, the ability to manage multiple tasks efficiently, and a strong understanding of mortgage brokerage operations. The ideal candidate will have experience in administration Support, CRM management, and liaising with clients and financial institutions.
Benefits and perks:
- HMO w/ Dental Coverage
- Free Maxicare Dependent and Annual Physical Check-up
- Competitive Salary (6-month increase and yearly appraisal)
- Optical Perks
- Miscellaneous allowance
- Incentives + Bonuses
- Quarterly Performance Bonus
- Perfect Attendance Rewards
- 20 paid days off + Birthday Leave
- 2 weeks paid off over Christmas
- Complete WFH set-up and internet subsidy (for applicants within Metro Cebu only)
- Fun Fridays
- Positive work culture
- Training and development opportunities
Job Qualifications:
- Minimum 2 years of experience as an Executive Assistant, Virtual Assistant, or similar role.
- Excellent written and verbal communication skills in English.
- Strong organizational and time-management skills with high attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Google Workspace.
- Experience with CRM systems (e.g., Hubspot, Infynity, or similar).
- Ability to work independently and manage multiple priorities effectively.
- High level of professionalism and discretion in handling confidential information.
Job Responsibilities:
Administrative & Operational Support
- Manage the Senior Broker’s calendar, schedule appointments, and coordinate meetings.
- Handle email correspondence, draft responses, and follow up on outstanding matters.
- Maintain and update client records in the CRM system.
- Prepare reports, spreadsheets, and presentations as required.
- Organise and manage digital files and documentation for efficient retrieval.
Client & Stakeholder Coordination
- Act as the first point of contact for clients, ensuring timely and professional communication.
- Coordinate with lenders, solicitors, and other stakeholders to track loan applications and settlements.
- Follow up with clients for missing documentation or additional requirements.
- Provide high-level customer service to ensure an exceptional client experience.
Loan Process Support
- Assist in preparing loan applications and documentation for submission.
- Review and verify financial documents for completeness and accuracy.
- Monitor application progress and liaise with lenders for status updates.
- Support compliance and regulatory requirements by maintaining proper documentation.
Process Improvement & Reporting
- Identify opportunities to streamline administrative processes and enhance efficiency.
- Maintain key performance metrics and prepare summary reports for the Senior Broker.
- Support training and onboarding of future offshore staff if required.
Head over to www.korunaassist.com/careers/ or send your updated resume to [email protected] to apply!