Australian Mortgage Loan Specialist

1 day ago

Cavite City, Calabarzon, Philippines beBeeLoan Full time ₱540,000 - ₱660,000
Job Description

We are seeking an experienced Australian mortgage loan specialist to join our team. This role involves managing pre-credit loan processing tasks, including retention pricing, valuations, data entry, and post-settlement support. As a mortgage loan specialist, you will be responsible for ensuring accurate and timely preparation of loan applications.

Key Responsibilities:
  • Conduct retention pricing of existing client book
  • Prepare servicing calculators for brokers
  • Send welcome emails and initial data requests to new clients
  • Enter data for new clients and update existing client records
  • Request, index, and organize supporting documents, identifying missing items
  • Request pricing discounts from lenders and order valuations
  • Organize property reports and prepare broker tools like Quickli, strategy sheets, and loan options mud maps
  • Draft lender application notes and support brokers with lender option prep
  • Call lenders for updates and assist with post-settlement loan account summaries
  • Prepare detailed post-settlement breakdowns for clients
  • Assist in preparing and managing discharge forms for settlements
Required Skills and Qualifications

To succeed in this role, you will need:

  • Minimum 1 year of experience in Australian mortgage loan processing (pre- or post-settlement)
  • Familiarity with pricing and valuation processes
  • Exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry
  • Highly organized with strong attention to detail
  • Excellent written and verbal communication skills
  • Resourceful, commercially minded, and eager to learn
  • Bachelor's or College Degree (any field)
  • A team player who learns quickly, communicates clearly, and follows through
  • Exercises sound judgment and takes ownership of tasks
Benefits

We offer a competitive salary package, day 1 health insurance coverage, permanent work-from-home arrangement, and unlimited upskilling opportunities. You will also have access to our office gyms, exclusive lifestyle perks, and employee referral incentives.

About the Company

Our company is a dynamic Australian mortgage brokerage dedicated to helping clients secure the best property finance solutions. We value collaboration, accuracy, and growth, and we strive to make a difference in the world of property finance.

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