Mortgage Journey Specialist

7 days ago

Dasmariñas, Calabarzon, Philippines beBeeLoan Full time ₱3,420,000 - ₱4,620,000
Job Opportunity: Mortgage Loan Processor

As a key contributor to our organization, you will play a vital role in shaping mortgage journeys for clients. This position requires expertise in Australian mortgage processes, ensuring accurate and timely preparation of loan applications.

Responsibilities:
  1. Manage pre-credit loan processing tasks including retention pricing, valuations, data entry, and post-settlement support
  2. Conduct retention pricing of existing client book
  3. Prepare servicing calculators for brokers
  4. Send welcome emails and initial data requests to new clients
  5. Enter data for new clients and update existing client records
  6. Request, index, and organize supporting documents, identifying missing items
  7. Request pricing discounts from lenders and order valuations
  8. Organize property reports and prepare broker tools like Quickli, strategy sheets, and loan options mud maps
  9. Draft lender application notes and support brokers with lender option prep
  10. Call lenders for updates and assist with post-settlement loan account summaries
  11. Prepare detailed post-settlement breakdowns for clients
  12. Assist in preparing and managing discharge forms for settlements
About the Role:

This is a full-time position working day shifts with a permanent work-from-home arrangement. As a member of our team, you will have access to competitive salary packages, unlimited upskilling opportunities, and exclusive lifestyle perks.

Requirements:
  1. Minimum 1 year of experience in Australian mortgage loan processing (pre- or post-settlement)
  2. Familiarity with pricing and valuation processes
  3. Exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry
  4. Highly organized with strong attention to detail
  5. Excellent written and verbal communication skills
  6. Resourceful, commercially minded, and eager to learn
  7. Bachelor's or College Degree (any field)
  8. A team player who learns quickly, communicates clearly, and follows through
  9. Exercises sound judgment and takes ownership of tasks
What We Offer:

We provide a dynamic work environment that fosters growth and development. You will be part of a collaborative team that values teamwork, innovation, and customer satisfaction.

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