Mortgage Assistant Role

2 days ago


Caloocan City, National Capital Region, Philippines beBeeMortgage Full time ₱40,000 - ₱60,000
Job Title

Mortgage Assistant Role

About the Job
  • We are seeking an experienced professional to support our mortgage brokerage team with administrative and loan processing tasks.
  • The ideal candidate will have a strong background in supporting mortgage brokers, with excellent communication and organizational skills.
Key Responsibilities
  1. Loan Application Support: Assist clients with gathering documents, prepare and submit loan applications to lenders, and follow up on loan progress.
  2. Client & Lender Communication: Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals, answer client inquiries, and provide updates.
  3. Compliance & Documentation: Ensure all documentation is complete and compliant with regulatory guidelines, conduct preliminary assessments to determine client eligibility and loan options.
Requirements
  • A minimum of 4+ years of experience in Australian mortgage broking support or back-office loan processing.
  • Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.
  • Familiarity with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.
  • Strong command of Microsoft Office Suite and cloud collaboration tools.
  • Fluent in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.


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