[Hiring] Business Support Specialist @Outdesk

Role Description

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.

Qualifications

• Proven experience in administrative or support roles, ideally within finance or mortgage brokerage environments.
• Interest or experience in the Australian asset finance or business lending sector.
• 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.

Applicant Location

• Must be located in the Philippines.

Benefits

• Paid Leave
• 13th Month Pay
• SSS
• Philhealth
• Pag-Ibig
• BIR
• HMO