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Mortgage Broking Assistant

1 month ago

Cebu City, Central Visayas, Philippines Virtual Business Partners Full time
Description Join us at one of the organizations recognized as a Great Place to Work in the Philippines. Submit your application today and embark on an exciting journey
Overview of the Role
The Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process.
Main duties include:
  • Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
  • Submit loans and processing approvals through to settlement
  • Analysing Lender, Credit and Application submission requirements
  • Tracking the progress of loan applications through to settlement
  • Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents.
  • Keeping the client and business partners updated throughout the loan process
  • Handles broker management and support
  • In-charge in post settlement customer care
  • Maintaining database system i.e. updating client information

Successful applicants should:

  • Bachelor's degree in Business Administration, majoring in Accountancy, Management, Finance, or other related fields.
  • Proven experience in loan processing within the Australian mortgage industry.
  • Proficiency in using MyCRM, ApplyOnline, or similar CRM systems.
  • Strong knowledge of MS Outlook, Excel, Word, and PowerPoint.
  • Understanding of diverse banking sectors, including asset finance, cash flow lending, debtor finance, and property finance (preferred).
  • Ability to manage loans efficiently from submission through to settlement.
  • Excellent written and verbal communication skills.
  • High attention to detail to ensure a seamless client experience.
Non-negotiable requirements
  • Internet Connection of at least 15 Mbps
  • Residence within Cebu
Benefits you and your family can enjoy:
  • Salary increments on the 6th and 12th months, with annual performance appraisals
  • 500K per incident HMO coverage + Dental & Optical benefits
  • Career growth opportunities
  • 2-week paid Christmas vacation
  • 25K Educational Assistance
  • Referral bonuses
  • Leave encashments
  • Company savings plan
  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM

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