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Private Lending Operations Assistant
Location
Philippines
Posted
82 days ago
Salary
0
Seniority
Senior
Job Description
Private Lending Operations Assistant
Pear Tree.
• Support the private lending team through deal management and broker communication • Maintain and update the deal pipeline spreadsheet • Record and track brokers, borrowers, loan amounts, and current deal status • Call brokers and clients to follow up on loan enquiries • Track loan maturity dates and contact brokers about repayment plans • Ensure deals move efficiently through enquiry to settlement • Monitor competitors and provide brief updates to management • Help maintain company social media presence
Job Requirements
- Strong organisation and attention to detail
- Comfortable speaking with brokers and clients by phone
- Strong Excel or spreadsheet skills
- Ability to manage multiple deals simultaneously
- Proactive and able to follow up without supervision
- Experience in mortgage broking, private lending, or property finance
- Understanding of:
- LVR
- loan security
- refinancing
- Property transactions
- CRM or pipeline management experience
- Highly proactive and organised
- Strong communication skills
- Able to work in a fast-paced lending environment
- Professional when dealing with brokers and clients
- Problem-solver who takes initiative
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