Financial Transaction Coordinator

2 weeks ago


Porac, Philippines beBeeMortgage Full time ₱3,500,000 - ₱5,000,000

Mortgage Support Specialist

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Our client has built a reputation for turning complex mortgage transactions into smooth experiences. With strong lender partnerships and seasoned consultants, they ensure every application moves from underwriting to closing with speed and accuracy.

About the Role

As a Mortgage Support Specialist, you will handle loan documentation, maintain data integrity, and coordinate with key stakeholders to support efficient loan processing. Your role is vital in ensuring compliance, meeting deadlines, and helping clients achieve their financial goals.

  • Collect, verify, and organize borrower documentation (income statements, credit reports, bank statements, etc.)
  • Prepare and review loan applications for completeness before submission
  • Input and maintain accurate data in the loan origination system (LOS) and customer relationship management system (CRM)
  • Coordinate and follow up with appraisers, title companies, and insurance providers
  • Track 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
  • Provide administrative support such as scheduling appointments, preparing reports, and maintaining client records


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