Senior Mortgage Support Professional

2 days ago

Marikina City, National Capital Region, Philippines beBeeMortgage Full time ₱500,000 - ₱800,000
Job Overview

We are seeking an experienced Mortgage Support Specialist to support our team in providing exceptional client service and ensuring seamless loan processing.

The ideal candidate will have a strong background in mortgage documentation, compliance, and lender communication, with a proven track record of efficient loan processing and excellent client coordination skills.

Loan Application Process

  • Assist in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).

  • Prepare and submit loan applications to lenders, ensuring accuracy and compliance.

  • Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.

  • Maintain an organized CRM system with updated loan statuses and client records.

Key Responsibilities

  • Client Communication

    Serve as the primary point of contact for clients, answering inquiries and providing updates.

  • Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.

  • Educate clients on the mortgage process, assisting with any concerns or questions.

Requirements

  • Minimum 4+ years of hands-on experience in mortgage broking support or back-office loan processing.

  • A solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

  • Experience handling full loan life cycle – from document collection and compliance checks to settlement coordination.

  • Familiarity with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.

  • Strong command of Microsoft Office Suite and cloud collaboration tools (e.g., Google Workspace, Dropbox).

  • Confidence navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.

Preferred Qualifications

  • Bachelor's degree in Finance, Business Administration, Accounting, or a related field.

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