3+ years in asset finance, lending admin, or financial services support
Experience handling payslips, banking data, and personal information
Experience working with Australian brokers desirable
Strong written English
Requirements:
Loan Application Aggregator Management: upload and manage applications in Fintelligence, enter client data accurately, categorize expenses to meet compliance benchmarks, prepare and send privacy forms, ensure submission-ready files, and track outstanding conditions
Inbox Communication Management: daily Outlook inbox triage, categorize leads vs active applications, flag priority matters, maintain clean folder structure, and draft email responses for client review
File Document Management: maintain structured file storage in OneDrive, organize client documents systematically, ensure naming conventions are followed, and maintain audit-ready compliance files
Workflow Task Tracking: implement Trello or similar task board, monitor application progress, proactively remind team of deadlines, and reduce reliance on memory-based task management
Job description
Position Title: Virtual Assistant - Asset Finance Administration Work Set-up: Work from Home Schedule: Monday – Friday, 6:00 am – 2:00 pm PH Time Salary: Php 45,000
About the Role
The client is a growing asset finance brokerage specialising in equipment, business and personal loans (non-mortgage). The business has experienced strong growth in the past three months, creating operational pressure and administrative backlog.
The Virtual Assistant - Asset Finance Administration will be responsible for organising the business operationally, supporting loan application processing, and reducing client’s mental load. The role is primarily administrative with structured exposure to loan processing within the Fintelligence aggregator system.
This is not a client-facing sales role. There will be no phone communication with clients and limited email communication.
The long-term vision is to build a small, trustworthy “family-style” team where systems are tight, work is calm, and everyone enjoys coming to work.
JOB DESCRIPTION FOR VIRTUAL ASSISTANT - ASSET FINANCE ADMINISTRATION
Responsibilities as a Virtual Assistant - Asset Finance Administration:
1. Loan Application & Aggregator Management • Upload and manage applications in Fintelligence • Enter client data accurately • Categorise and adjust living expenses to meet compliance benchmarks • Prepare and send privacy forms • Ensure files are submission-ready • Track outstanding conditions 2. Inbox & Communication Management • Daily Outlook inbox triage • Categorise leads vs active applications • Flag priority matters • Maintain clean folder structure • Draft email responses for client’s review (minimal direct sending) 3. File & Document Management • Maintain structured file storage in OneDrive • Organise client documents systematically • Ensure naming conventions are followed • Maintain audit-ready compliance files 4. Lead & Networking Support • Build simple lead management system (currently in email/memory) • Input networking contacts into structured format • Track follow-ups • Support marketing email preparation (future scope) 5. Workflow & Task Tracking • Implement Trello or similar task board • Monitor application progress • Proactively remind Peter of deadlines • Reduce reliance on memory-based task management
Qualifications as a Virtual Assistant - Asset Finance Administration:
• 3+ years in asset finance, lending admin, or financial services support • Experience handling payslips, banking data, and personal information • Experience working with Australian brokers desirable • Strong written English • Able to work autonomously without constant supervision
Technical Skills & Tools
1. Required Experience: • Minimum 3 years’ experience in financial services admin • Mid to high-level competency • Strong spreadsheet capability • Experience with loan processing systems preferred 2. Systems Used: • Outlook • Microsoft 365 • OneDrive • Microsoft Teams • Fintelligence (Aggregator Platform) • Trello (to be implemented)
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team • Competitive salary package • Company-provided full set-up for desktop/laptop with a back-up internet • HMO on the first day of hire • 15 Vacation Leaves and 5 Sick Leaves • Annual Performance Reviews • Unlimited Employee Referral Incentives • Employee Loan Facilities • Social Clubs and Interest Workshops • Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance. • Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga. Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph Career Portal: https://boomering.zohorecruit.com/jobs/Careers Facebook and LinkedIn: Boomering Inc.; Boomering Careers Salary: Php 45,000
