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Mortgage Lending Specialist

1 week ago

Quezon City, National Capital Region, Philippines Intogreat Solutions Full time

We are a global company with a footprint in various regions, providing offshore professional staffing solutions for small and medium-sized businesses across different industries.

About Us

Our approach is deeply rooted in fostering meaningful relationships and driving value for our partners. We specialize in delivering tailored solutions that meet the unique needs of our clients.

Key Responsibilities:

  • Ensuring business meets obligations specified in manuals and as directed from time to time
  • Ensuring client files are audit-ready
  • Conducting loan reviews at least annually and more often as agreed

Maintaining client records, such as Client Loan Summary

Managing loan anniversaries, such as fixed rate and IO expiries

Developing and adhering to business processes for each stage of the client life cycle

Create training guides for future support staff

Assist in the development of service standards and be responsible for ensuring all parts of the business meet and exceed these standards

Project management abilities to juggle different responsibilities without losing track

Help with ad-hoc projects like finding Marketing Materials

Preparing applications for submission to a lender:

  • Checking documents and organising client files
  • Being in touch with clients to make sure we have all the required documents
  • Input data into lender serviceability calculators
Requirements

What We're Looking For:

  • At least 2 years experience in AU mortgage lending
  • CRM experience /Salestracker tools
  • Attention to detail as in understanding client financials, doing serviceability assessments, reading and understanding lender policies and taking care to ensure key data is accurate, requiring literacy and numeracy

Come and contribute to our growing team.