Job Description

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

Duties and Responsibilities:

• Client & Workflow Management
• Assist with end-to-end mortgage, insurance, and KiwiSaver application processing.
• Request, chase, and collate documents from clients (payslips, bank statements, ID, etc).
• Maintain CRM accuracy and update client notes, tasks, and pipeline stages.
• Prepare application files for lenders, ensuring correct documentation and formatting.
• Track progress of submissions and follow up with lenders/banks where needed.
• Communication
• Professional email communication with clients, lenders, insurers, and referral partners.
• Draft templated and custom email responses on my behalf.
• Schedule client appointments and manage calendar efficiency.
• Admin & Business Operations
• Update spreadsheets, records, and internal workflow trackers.
• Assist with compliance tasks (file notes, disclosure confirmations, audit readiness).
• Help organise digital files and maintain efficient system structure.
• Manage small projects such as process improvements, automation, or template building.
• Brand & Marketing Support (Nice to Have)
• Update website content or blog posts.
• Assist with posting to social media (Instagram, Facebook, LinkedIn).
• Create simple branded templates for client updates or announcements.

Skills and Qualifications:

• Required:
• Strong admin experience (financial services or banking highly preferred).
• Excellent written and verbal communication.
• High attention to detail and accuracy.
• Ability to handle confidential information with professionalism.
• Tech-confident – comfortable learning new systems quickly.
• Self-driven, proactive, and comfortable managing tasks without micromanagement.
• Preferred:
• Experience with mortgage processing, lender portals, or insurance application workflows.
• Familiarity with tools such as:
• Google Workspace
• CRM systems (e.g., Trail, Salestrekker, or similar)
• Microsoft Office
• Canva
• Basic understanding of NZ lending, KiwiSaver, and insurance products (or willingness to learn).

Personal Qualities:

• Friendly, positive, and client-focused.
• Reliable and consistent—keeps things moving without needing reminders.
• Highly organised and efficient.
• Comfortable working in a remote, flexible environment.
• Able to manage multiple client files while keeping calm under pressure.

Why Join the Client:

• Growing, client-first advisory business with clear systems and supportive culture.
• Opportunity to contribute to meaningful client outcomes—home ownership, financial security, and long-term wealth building.
• Chance to shape how the business operates as it expands.
• Long-term stability for the right person.

Work Set-up:
Flexible
Work Schedule:
Day shift

This position is exclusively open to Philippine citizens currently living in the Philippines. While remote work offers flexibility, please note that this role requires adherence to local regulations, making it suitable only for those based in the Philippines. We appreciate your understanding and look forward to receiving applications from qualified candidates who meet these criteria.

Benefits

Why Join Us?
Benefits:

Our benefits package is designed for full-time roles. For part-time/project-based roles, some benefits may or may not apply and will be discussed during the interview.

Core Benefits:

• HMO on Day 1 + Free coverage for 2 dependents after 2 years
• Life Insurance
• Government-mandated benefits
• 20 Annual Leave Credits
• 13th-month pay
• Birthday & Bereavement Leave

Onsite/Hybrid Extras:

• Travel Subsidy
• Staff House Accommodation (within certain distance)
• Free Shuttle Service
• Free Lunch & Uniform
• Perfect Attendance Bonus

For All Employees:

• Onboarding Training
• Monthly Engagement Activities
• Birthday Gift & Weekly Treats
• Christmas Hamper & Anniversary Gift
• Opportunity to Travel

Referral Bonus

Refer a friend and get up to PHP 8,000 via GCash for every successful hire in this role!

• 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

Apply Now

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