Financial Transaction Coordinator

1 day ago


Marikina City, National Capital Region, Philippines beBeeMortgage Full time ₱4,500,000 - ₱7,000,000

Mortgage Support Specialist

Our clients in the financial services industry are renowned for making complex mortgages seamless transactions. With strong lender partnerships and seasoned consultants, they ensure every application is processed quickly and accurately.

Job Responsibilities:
  • Manage loan documentation, maintain data accuracy, and coordinate with key stakeholders to facilitate smooth loan processing.
  • Review and process loan applications to guarantee completeness before submission.
  • Input and maintain accurate data in the loan origination system (LOS) and customer relationship management (CRM).
  • Coordinate and follow up with appraisers, title companies, and insurance providers.
  • Monitor loan file progress and ensure compliance requirements and deadlines are met.
  • Draft and send communications to clients, partners, and internal teams on behalf of the Loan Officer.
  • Assist with pipeline management, reporting, file status checks, and escalation of urgent issues.
Requirements:
  • Bachelor's degree in Business, Finance, or a related field is preferred.
  • 2-3 years of experience in mortgage brokerage or financial services (loan processing or origination support is a plus).
  • Familiarity with loan origination systems (Encompass, Calyx, or similar) is desirable.
  • Strong organizational skills with attention to detail and accuracy.
  • Excellent communication and customer service skills, both verbal and written.
  • Ability to manage multiple files, prioritize tasks, and meet deadlines in a fast-paced environment.
  • Proficiency in Microsoft Office Suite and CRM tools.


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