Remote Mortgage Lending Specialist

1 day ago

Calamba, Calabarzon, Philippines beBeeMortgage Full time ₱4,200 - ₱6,000
Job Opportunity

We are seeking a highly skilled professional to fill a key role in our organization.

The successful candidate will be responsible for supporting lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes.

This is a remote opportunity that offers the chance to work with a dynamic team and contribute to the growth and success of our business.

Key responsibilities include:

  • Lead Qualification & CRM Support — Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress; monitor shared inboxes and triage client inquiries for timely follow-up.
  • Application & Documentation Support — Prepare and lodge client applications under guidance from Direct Sales Associates; ensure all supporting documents are complete and compliant with regulatory standards; track outstanding items and follow up with clients to meet submission timelines.
  • Client Communication & Service — Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings; assist with post-settlement servicing tasks such as loan increases or document updates.
  • Reporting & Process Improvement — Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and service level adherence; identify workflow bottlenecks and propose solutions.

Required skills and qualifications include:

  • Strong written English and customer service orientation
  • High attention to detail and task ownership
  • Proficiency in Microsoft Office and Salesforce
  • Familiarity with mortgage lending processes and compliance
  • Ability to work independently and manage competing priorities
  • Salesforce (CRM) and nCino
  • Microsoft Office (particularly Teams and Outlook)
  • Document management systems (e.g. SharePoint, OneDrive)

Benefits include:

  • Competitive salary
  • Opportunity to shape the function of a rapidly growing business
  • Work closely with a team of industry leaders who have successfully scaled businesses in the past
  • Career growth and development opportunities

Please attach your CV and we will be in touch for a confidential chat.

This is a remote position.

Additional details may be assigned as needed.

Equal Opportunity Employer.

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