Virtual Assistant - Financial Services

Want to be part of a community that focuses on work-life balance, provides competitive salary and fantastic opportunities?

Backroom Offshoring Inc. is a KPO company experiencing strong dynamic growth and we want you to be part of it!
Located at One West Aeropark in Clark Pampanga, a world-class building with top facilities, a conducive work environment is guaranteed!

Job Title: Virtual Assistant – Financial Services (Loan Processing) [For Pooling]

Location: Remote (Philippines-based)
Client Location: New Zealand
Industry: Financial Services / Mortgage & Loan Brokerage
Work Schedule: NZ Business Hours (Monday to Friday)
Engagement: Full-time
Status: For Candidate Pooling

About the Role (For Pooling)

We are actively pooling for experienced and highly organized Virtual Assistants to support our New Zealand-based clients in the financial services sector, particularly in mortgage and loan processing. While this is not for an immediate opening, shortlisted candidates will be prioritized once roles become available.

The Virtual Assistant will play a vital role in supporting brokers and loan officers by handling administrative tasks, coordinating with clients, and ensuring smooth documentation and follow-ups throughout the loan process.

Key Responsibilities

• Provide day-to-day administrative support to loan officers and brokers
• Collect, review, and manage client documents related to loan applications
• Communicate with clients to request or clarify necessary paperwork
• Maintain accurate and up-to-date records in CRMs and other platforms
• Follow up with lenders, legal offices, and third-party contacts as needed
• Schedule meetings, coordinate calendars, and prepare client summaries
• Assist in generating reports and handling email correspondence
• Perform other general virtual admin tasks as required

Qualifications

• Minimum of 2 years of experience as a Virtual Assistant, preferably within the financial, mortgage, or real estate sectors
• Excellent English communication skills (written and verbal)
• Strong attention to detail and ability to handle sensitive information
• Familiarity with NZ loan or mortgage processes is a plus
• Tech-savvy and comfortable with cloud-based tools and CRMs
• Strong time management and organizational skills
• Ability to work independently and meet deadlines in a remote setup

Preferred Tools/Software Experience

• Loan/mortgage CRMs (e.g., Mercury, Salesforce, HubSpot)
• Google Workspace or Microsoft Office Suite
• Communication platforms such as Zoom, Slack, or MS Teams

Core Perks and Benefits:
HMO on your first day + Free coverage for 2 dependents on your 2nd year
Government-mandated benefits
20 Annual Leave Credits
13th-month pay
Birthday Leave
Bereavement Leave

Onsite/Hybrid employee additional benefits:
Travel Subsidy Allowance
Free staff house accommodation (for those within a certain distance)
Free Shuttle service
Free Lunch
Free Uniform
Perfect attendance bonus

Additional benefits/perks to all employees
Onboarding training
Monthly employee engagement
Birthday Gift
Weekly treats
Christmas Hamper
Anniversary Gift
Opportunity to travel

Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire:

https://rb.gy/u35c6

• Grad trainees, junior, entry-level, and admin positions: PHP 3,000
• Intermediate positions: PHP 5,000
• Senior and hard-to-fill positions: PHP 8,000

Send them our way, and let's win together!

Check our website to see more:
https://thebackroomop.com/

And our Facebook page if you want more:
https://www.facebook.com/TheBackRoomOP
And here's the link to our Glassdoor page, where you can see what our team members have to say about us:
https://www.glassdoor.com/Reviews/The-Back-Room-Philippines-Reviews-E3846636.htm

Get the word out!

By submitting your application, you grant us permission to retain all your application data, including Personally Identifiable Information (PII), for recruitment purposes. We will retain this information for as long as there is a legitimate business purpose or a legal requirement to do so.