Mortgage Loan Operations Assistant

1 day ago

Cavite City, Calabarzon, Philippines beBeeOperational Full time ₱6,000 - ₱9,000
About the Role

We are seeking a highly skilled Mortgage Broker Assistant to support our team in mortgage loan operations. The ideal candidate will have a minimum of 2 years experience supporting a mortgage broker or banking/lending industry and be proficient in Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.

Key Responsibilities:
  • Supporting the Broker throughout the loan application process, including providing high-level executive and administrative support.
  • Assisting the brokers at all stages of the loan process, from initial contact through to settlement.
  • Requesting client information, liaising with clients to gather supporting information, conducting needs analysis, serviceability assessments, product assessment, and funding position based on clients' objectives and situations.
  • Researching lender policies, preparing loan comparisons, preparing and packaging client loan applications, ensuring data entry requirements are accurate, and all supporting documentation is as per bank requirements.
  • Lender follow-up and status reporting, taking ownership of compliance-related matters, capturing all documentation and data in the CRM system.
  • Completing loan serviceability, ordering valuations, preparing forms, gathering rate quotes, arranging loan doc execution, and arranging settlements with stakeholders.

The successful candidate will possess excellent written and verbal communication skills, ability to work in a cohesive and high-paced environment, and be well-presented and detail-oriented. They will also have the ability to understand financial documents, bank credit policy, and assess PAYG applications.

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