Remote Support Specialist

19 hours ago

Province of Palawan, Mimaropa, Philippines beBeeSupport Full time ₱200,000 - ₱400,000
Job Opportunity

Join a dynamic team as a remote support specialist and take your career to the next level.

Overview

This role involves supporting lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes in a remote opportunity.

Responsibilities
  • Lead Qualification & CRM Support — Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress; monitor shared inboxes and triage client inquiries for timely follow-up.
  • Application & Documentation Support — Prepare and lodge client applications under guidance from sales associates; ensure all supporting documents are complete and compliant with relevant standards; track outstanding items and follow up with clients to meet submission timelines.
  • Client Communication & Service — Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings; assist with post-settlement servicing tasks such as loan increases or document updates.
  • Reporting & Process Improvement — Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and service level adherence; identify workflow bottlenecks and propose solutions.
Qualifications
  • Strong written English and customer service orientation
  • High attention to detail and task ownership
  • Proficiency in Microsoft Office and Salesforce
  • Familiarity with mortgage lending processes and compliance
  • Ability to work independently and manage competing priorities
  • Salesforce (CRM) and other relevant software
  • Microsoft Office (particularly Teams and Outlook)
  • Document management systems (e.g. SharePoint, OneDrive)
Benefits

Benefits: Competitive salary. Career growth and development opportunities. Work closely with a team of industry leaders who have successfully scaled businesses in the past.

This is a remote position.

This job posting is not intended to convey all duties, responsibilities, or qualifications; additional duties may be assigned as needed.

EEO Statement: We are an equal opportunity employer and value diversity in our workforce.


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