Remote Mortgage Lending Support Specialist

3 days ago

Mandaluyong City, National Capital Region, Philippines beBeeSupport Full time $55,000 - $70,000

As a key player in our global talent expansion, you will support the growth of our clients by qualifying leads, managing client communication, and providing exceptional customer service.

Job Overview

This is a remote opportunity with our organization, where you will be responsible for supporting lead qualification, application, and documentation tasks for mortgage lending processes.

Key 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 Direct Sales Associates; ensure all supporting documents are complete and compliant with regulatory 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 agreement adherence; identify workflow bottlenecks and propose solutions.
Required Skills and Qualifications
  • Strong written English and client 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.
Benefits

Benefits: Competitive salary. Opportunity to shape the HR function of a rapidly growing business. Work closely with a team of industry leaders who have successfully scaled businesses in the past. Career growth and development opportunities.

How to Apply

Please attach your CV and we will be in touch for a confidential chat.

This is a remote position.

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

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