Client Communication & Support
• Communicate regularly with clients to ensure all milestones are met, including deposits, finance approvals, contract signing, and settlement requirements
• Act as the key point of contact for clients throughout the building and settlement process
• Assist in preparing clients for settlement and managing expectations around timelines and next steps
• Provide a high level of customer service and maintain strong ongoing relationshipContract & Transaction Coordination
• Liaise with clients’ conveyancers to ensure standard Cartesian contract terms and conditions are incorporated where required
• Coordinate communication between builders, developers, brokers, conveyancers, and contract administration teams
• Track build milestones and provide clients with regular updates regarding construction progress
Ensure all documentation and contracts are managed accurately and efficiently
CRM & Administration
• Maintain and update the CRM system with accurate client notes, communication records, and deal progression
• Provide administrative support to the advisory team to ensure smooth day-to-day operations
• Assist with compliance and document management processes, allowing the sales team to focus on business development and client strategy
Accounts & Referral Coordination
• Liaise with the accounts team to ensure referral agreements are completed correctly
• Ensure the correct referral fee structure is applied to each transaction
• Confirm invoices are issued correctly to brokers and relevant stakeholders following a sale
Client Information
The company is a two-year-old startup led by directors with 45 years of industry experience. As a B2B provider, it specializes in offering services to mortgage brokers and their clients, assisting them in purchasing investment properties.
The work environment is relaxed, fun, and free from corporate stereotypes. The company fosters a collaborative culture, balancing ambition with a strong commitment to family and work-life harmony. While clear and achievable business goals are set, the team challenges itself to deliver exceptional results.
Must Haves
• Open to Filipinos only based in the Philippines
• At least 2 years of experience relevant to the role
• Experience in property, real estate, conveyancing, finance, or administration (preferred)
• Experience in Microsoft Office and other CRM Tools (Hubspot or Monday.com)
• Confidence in speaking clearly on the phone
• A proactive and solutions-focused mindset
• Confidence managing multiple stakeholders and deadlines
Home Office Requirements
Please only apply for this role if you have the following home office requirements:
· Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift
Only applicants meeting the strict criteria above will be contacted.
Connect With Us
https://virtualcoworker.com.ph
https://virtualcoworker.com/our-culture
https://www.facebook.com/virtualcoworker
https://www.linkedin.com/company/virtual-coworker
