Our client is a trusted financial services provider offering tailored solutions in mortgage, wealth management, and custom loan services designed to help individuals and businesses achieve financial freedom. With 36 full-time brokers supported by a 20-member offshore operations team, the company delivers both scalability and exceptional service quality. In 2025, it was recognized by Mortgage Professional Australia as the No. 6 Top Brokerage, underscoring its strong performance, deep industry expertise, and unwavering commitment to client success.
Key Responsibilities:
Offshore Team Management & Performance:
- Lead, manage, and support all offshore teams across functional areas, including loan support, client services, settlements, paraplanning, marketing, and administrative support
- Implement robust performance management systems, including regular reviews, feedback mechanisms, and corrective action plans.
- Foster a positive, productive, and collaborative work environment that aligns with company culture and values, transcending geographical boundaries.
- Act as the primary liaison between headquarters and offshore teams, ensuring clear communication, alignment, and issue resolution.
Payroll & Financial Management:
- Oversee and ensure the accurate, timely, and compliant processing of offshore payroll.
- Manage offshore financial operations, including budgeting, expense tracking, and ensuring sufficient funds for operational continuity (e.g., payroll, vendor payments, local overheads).
- Liaise with local accounting/finance teams and vendors to ensure adherence to local financial regulations and tax laws.
- Monitor offshore income streams and proactively address any shortfalls, working closely with senior leadership to secure necessary operational funding.
- Prepare and present financial reports specific to offshore operations.
Operational Excellence & Process Improvement:
- Continuously analyze and optimize offshore operational workflows and processes to enhance efficiency, quality, and cost effectiveness.
- Identify and implement best practices in offshore management, leveraging technology and automation where appropriate.
- Develop and maintain operational policies, procedures, and documentation for offshore activities.
- Ensure compliance with relevant local and international labor laws, regulations, and industry standards.
- Manage vendor relationships critical to offshore operations (e.g., HRIS, payroll providers, local legal counsel).
Strategic Planning & Growth:
- Contributes to the strategic planning for offshore expansion and operational scaling.
- Identify opportunities for process automation, technology adoption, and resource optimization within offshore operations.
- Provide insights and recommendations to senior leadership on offshore market trends, risks, and opportunities.
Requirements
Must-have Skills/Qualification:
- Minimum of 8 years’ experience in the Australian mortgage industry.
- Proven leadership and team management background.
- At least 3 years of experience as an Operations Manager.
- Demonstrated ability in process improvement and operational efficiency.
- Experience in handling HR-related functions, employee concerns, and transactions.
- Training and Recruitment experience (interview new candidate, onboarding training, and team operation process training, etc).
- A keen eye for detail. • Functional knowledge of Microsoft Word, PowerPoint, and Adobe Acrobat.
- Ability to work under tight timelines in a collaborative environment.
- Excellent written and spoken English.
Advantageous:
- Experience in offshore support to Australian brokerage or broker is an advantage.
- Having a wide range of connection and resource of offshore loan support is also an advantage.
Employment Type: Full time Employment
Schedule: Monday to Friday – Dayshift PH time
Location: Remote
Industry: Financial Services
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