Mortgage Loan Support Specialist

2 days ago

Mandaue City, Central Visayas, Philippines beBeeLoan Full time ₱60,000 - ₱80,000
Job Title:

Mortgage Loan Support Specialist


Overview of Responsibilities

This role involves providing administrative assistance to mortgage brokers through efficient loan processing, client coordination, and high-quality documentation.


  • Support in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).

  • Prepare and submit loan applications to lenders, ensuring accuracy and compliance.

  • Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.

  • Maintain an organized CRM system with updated loan statuses and client records.


Key Skills and Qualifications

Applicants must have a minimum 4+ years of experience in Australian mortgage broking support or back-office loan processing. They should also be familiar with CRM tools, Microsoft Office Suite, and cloud collaboration tools.


  • A solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators (e.g., AFG, Connective, PLAN Australia, FAST).

  • Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.

  • Strong command of English with the ability to communicate confidently with Australian clients and stakeholders.

  • Exceptional document management skills with high attention to detail and accuracy.


Additional Requirements

Candidates should have reliable high-speed internet with backup connection and a quiet home office environment conducive to professional communication and confidentiality. Availability to work AEST/ACST hours is essential.


Education: Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).

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