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CRM and Admin Support Specialist (WFH)

Remote:

Full Remote

Work from:

Philippines

Offer summary

Qualifications:

Experience with CRM systems., Strong organizational skills., Proficient in communication., Knowledge of banking processes..

Key responsabilities:

Manage client documentation in CRM.
Coordinate communications with banks.

Penbrothers SME http://www.penbrothers.com/

201 - 500 Employees

See more Penbrothers offers

Job description

About Penbrothers

Penbrothers is an HR & remote talent management partner and one of the fastest growing companies in the Philippines. We provide talented Filipinos with global opportunities in high-growth startups and dynamic companies, from the comfort of their own homes.

About the Client

This Australia-based strategic financial entity delivers tailored lending solutions specializing in unlocking growth potential for businesses and individuals. Their expertise spans a diverse portfolio of financial products, including:

Unsecured Business Loans: Fueling business expansion without tying up assets.
Commercial Property & Asset Finance: Providing the capital needed for key investments.
Residential Lending: Helping individuals achieve their property ownership dreams.

With a deep understanding of the Australian market, this client is dedicated to finding the perfect lending solution to empower their clients' success. They're not just offering loans; they're delivering opportunities.

About the Role

The CRM and Admin Support Specialist will play a crucial role in ensuring the smooth flow of administrative tasks within the organization. This person will lodge and monitor communications with banks, organize client documents in the CRM, and handle the administrative aspects of the business to support the team in acquiring new clients and managing existing ones.

What you’ll do:

Manage and update all client-related documentation in the CRM system.
Coordinate with banks to provide necessary information, follow up on requests, and ensure all required documentation is sent for approval.
Liaise between clients and banks, ensuring all communication is clear, timely, and professional.
Support the business development team by gathering required information and preparing necessary documentation.
Track and manage approval processes to ensure that there are no delays in the workflow.
Ensure that client and bank interactions are smoothly handled with attention to detail and efficiency.
Assist in other administrative tasks as required to support business operations.