Mortgage Broker Assistant

2 weeks ago

Angeles, Philippines Boomering Inc Full time

Overview

Mortgage Broker Assistant (with Post-Settlement Experience) – Angeles City, Philippines. Posted on 09/08/2025.

Position Title: Mortgage Broker Assistant (with Post-Settlement Experience)
Work Set-up: Work from Home/Work from Office
Schedule: Monday – Friday, 7:00 am – 4:00 pm PH Time
Salary: Php 60,000.00

Responsibilities
  • Client & Broker Support
    • Serve as a reliable point of contact for clients, providing updates and answering basic inquiries
    • Assist brokers with scheduling, email management, and follow-up communication
    • Help clients gather and complete loan application requirements
  • Application Preparation
    • Prepare and package mortgage applications, ensuring accuracy and lender compliance
    • Enter client data into CRM and loan processing systems (Broker Engine preferred but similar platforms such as Mercury or Infinity are acceptable)
    • Order supporting documents such as credit reports, valuations, or verification forms
    • Track application status and ensure brokers are updated at every stage
  • Post-Settlement Support
    • Provide ongoing support to clients after loan settlement
    • Send Loan Repayment Summaries and manage annual review processes
    • Organize fixed-rate rollovers, loan variations, and pricing requests
    • Liaise with clients and lenders for discharge requests, switches, or refinance inquiries
  • Administrative & Documentation Tasks
    • Maintain digital files, ensure accurate recordkeeping, and update client CRM profiles
    • Follow up on outstanding documentation and lender conditions
    • Prepare monthly reports on post-settlement activities (fixed rate expiries, retention opportunities)
Qualifications
  • Experience as a Mortgage Broker Assistant, ideally in the Australian lending industry
  • Familiarity with the end-to-end loan process, including post-settlement tasks
  • Proficient in using mortgage platforms such as BrokerEngine (preferred), Infinity, Mercury, or similar
  • Strong organizational skills and high attention to detail
  • Clear and professional communication in English, both written and spoken
  • Able to manage multiple tasks with minimal supervision
  • A team player who values accuracy, accountability, and excellent client service
Benefits
  • Genuinely caring Leadership Team
  • Competitive salary package
  • Company-provided full setup for desktop/laptop with a back-up internet
  • HMO on the first day of hire
  • 15 Vacation Leaves and 5 Sick Leaves
  • Annual Performance Reviews
  • Unlimited Employee Referral Incentives
  • Employee Loan Facilities
  • Social Clubs and Interest Workshops
  • Company events with prizes and recognition for outstanding performance
  • Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga. Our mission is to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference. Future-proof your career with Boomering. We seek career-driven individuals who are committed to growth as much as we are.

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