Virtual Assistant - financial servicesThe Back Room

Job Description: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 PoolingAbout 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 LeaveOnsite/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 bonusAdditional benefits/perks to all employees
Onboarding training
Monthly employee engagement
Birthday Gift
Weekly treats
Christmas Hamper
Anniversary Gift
Opportunity to travelKnow 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:
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:And our Facebook page if you want more:And here's the link to our Glassdoor page, where you can see what our team members have to say about us: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.
The Back Room

Philippines
Permanent
Full-time