Mortgage Operations Specialist

1 week ago

Pagadian, Zamboanga Peninsula, Philippines beBeeLoan Full time ₱2,500,000 - ₱4,500,000

Redefine Mortgage Excellence

Our client has built a reputation for transforming complex mortgages into seamless transactions. Leveraging strong lender partnerships and seasoned consultants, they ensure each application navigates the underwriting process with speed and accuracy.

Unlike big banks, they craft customized solutions that perfectly match each borrower's financial landscape. Their winning formula—expert guidance, honest service, and proven results—has earned 5-star reviews and solidified their position as a trusted name in mortgage success.

Key Responsibilities:
  • 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 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
Requirements:
  • Bachelor’s degree in Business, Finance, or related field preferred (or equivalent experience)
  • 2-3 years of experience in mortgage brokerage or financial services (loan processing or origination support is a plus)
  • Familiarity with loan origination systems (Encompass, Calyx, or similar) is desirable
  • Strong organizational skills with attention to detail and accuracy
  • Excellent communication and customer service skills, both verbal and written
  • Ability to manage multiple files, prioritize tasks, and meet deadlines in a fast-paced environment
  • Proficiency in Microsoft Office Suite and CRM tools

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