Finance Support Specialist

2 days ago

Iloilo City, Western Visayas, Philippines beBeeMortgage Full time ₱60,000 - ₱90,000
Mortgage Assistant Position

The primary objective of this role is to provide administrative support and assistance to mortgage brokers in various tasks, ensuring seamless loan processing and exceptional client service.

Job Overview

This position requires an individual with excellent organizational skills, experience in mortgage broking support, and the ability to communicate effectively with clients and stakeholders.

Key Responsibilities:

  • Loan Application Support & Processing: Assist in gathering and verifying client documents, prepare and submit loan applications to lenders, and follow up with banks and clients to track loan progress.

  • Client & Lender Communication: Serve as the primary point of contact for clients, answer inquiries, and provide updates, coordinate with lenders and underwriters to ensure smooth loan approvals, and educate clients on the mortgage process.

  • Compliance & Documentation: Ensure all documentation is complete and compliant with regulatory guidelines, conduct preliminary assessments to determine client eligibility and loan options, and stay up-to-date with industry regulations.

  • Administrative & Support Tasks: Schedule appointments, manage calendars, prepare and send loan estimates, disclosures, and follow-up emails, and assist in marketing efforts such as updating client databases and social media.

Requirements:

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

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

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

  • Familiarity with CRM tools like Salesforce and cloud collaboration tools like Google Workspace.

  • Strong command of Microsoft Office Suite and navigation of VOIP tools for client and lender communication.

  • Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.

  • Exceptional document management skills with high attention to detail and accuracy.

  • Strong follow-up processes to ensure timely responses from lenders and clients.

  • Fluent professional English (written and verbal) with ability to communicate confidently with Australian clients and stakeholders.

  • Ability to build rapport, explain mortgage processes simply, and manage multiple active loan files.

  • Reliable high-speed internet with backup connection.

  • A quiet home office environment conducive to professional communication and confidentiality.

  • Availability to work AEST/ACST hours aligned with South Australia business times.

  • Bachelor's degree in Finance, Business Administration, Accounting, or a related field preferred but not essential with strong industry experience.

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