Job Overview

Our client is seeking a proactive, detail-oriented Lending Administration & Client Support Officer to support the day-to-day administration of an Australian private lending business serving SMEs.

This is a hands-on administrative role combining loan documentation, payment processing support, transaction reconciliation, CRM maintenance, and borrower communication. You will work closely with sales, underwriting, and finance teams to keep records accurate, follow up on outstanding information, and help applications move efficiently through the funding process.

The role supports lending operations and client service; it does not carry responsibility for credit approval, underwriting decisions, or overall operational management.

Schedule

Monday - Friday, 6:00 AM - 3:00 PM Manila Time, with 1 hour unpaid break (40 work hours per week)

Alternative Shift Option: Monday - Friday, 5:00 PM - 2:00 AM Manila Time

Responsibilities

• Loan and financial administration: Prepare invoices, contracts, and loan documentation using approved templates. Support payment processing for approved loan disbursements and repayments, following established procedures and authorization requirements.
• Transaction reconciliation: Reconcile daily transactions across relevant systems, maintain accurate records, and flag discrepancies to the finance team for resolution.
• Client support: Respond to borrower inquiries by phone, chat, email, and video. Provide application updates, explain documentation requirements, and follow up on outstanding information.
• Workflow coordination: Coordinate with sales, underwriting, and finance teams to track application progress, identify missing documents, and escalate delays to support timely funding.
• Data management: Update and maintain HubSpot CRM records, marketing lists, and internal databases, handling confidential information appropriately.
• Reporting: Prepare routine reports and update Google Sheets trackers and Google Slides presentation templates for management.

Requirements

• Experience supporting payment processing, transaction reconciliation, and financial document preparation.
• Strong attention to detail and the ability to follow procedures when handling financial and client information.
• A proactive approach to following up on outstanding tasks, identifying discrepancies, and escalating issues appropriately.
• Clear written and verbal communication, including confidence speaking with business owners and stakeholders.
• Proficiency in Google Workspace (Sheets, Docs, and Slides) and Microsoft Excel. HubSpot experience is highly preferred.
• Ability to manage administrative tasks and client inquiries efficiently without compromising accuracy.

Independent Contractor Perks

Permanent work from home

Immediate hiring

Health Insurance Coverage for eligible locations

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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