Mortgage Industry Professional

2 days ago

Manila, National Capital Region, Philippines beBeeStrategic Full time ₱4,000,000 - ₱7,000,000
Job Overview

This role involves providing strategic support to debt advisory strategists in the mortgage industry.

You will be responsible for preparing evidence, data, and research before engagement to enable efficient delivery of advisory work.

Responsibilities
  • Set up workflows, prepare handovers, and analyze financial statements & tax returns.
  • Research market trends and regulatory changes; compile weekly intelligence and reports; coordinate valuations with lenders.
  • Manage timelines, follow-up on disputes and reorders, and provide clear summaries and presentation materials from templates.
  • Support cross-team collaboration and maintain a reference database for future use; ensure professional client communication.
Requirements
  • Mortgage industry knowledge – rates, products, lending criteria for the Australian market.
  • Credit assessment proficiency – reports, scoring, serviceability calculations.
  • Financial analysis skills – statements, tax returns, complex income structures.
  • Regulatory compliance – NCCP, responsible lending, and related standards.
  • Technical: Quickli platform mastery; Broker Engine proficiency; advanced Excel/Sheets; strong research methodology.
  • Communication: professional written communication; cross-team collaboration; presentation capabilities.
Benefits

The company is a boutique advisory firm focused on helping professional service businesses navigate complex lending needs, taking a strategic approach to structuring debt beyond standard lending services.

Seniority and Employment Type
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Administrative, Analyst, and Finance
  • Industries: Banking and Investment Banking

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