Senior Mortgage Specialist

1 week ago

Barcelona, Philippines beBeeMortgage Full time ₱4,500,000 - ₱6,000,000
Job Overview

We are seeking a skilled professional to navigate mortgage processes in Australia with accuracy and impact.

Your role will involve managing pre-credit loan processing tasks including retention pricing, valuations, data entry, and post-settlement support, ensuring accurate and timely preparation of loan applications.

This includes conducting retention pricing of existing client book, preparing servicing calculators for brokers, sending welcome emails and initial data requests to new clients, entering data for new clients and updating existing client records, requesting, indexing, and organizing supporting documents, identifying missing items, requesting pricing discounts from lenders and ordering valuations, organizing property reports and preparing broker tools like Quickli, strategy sheets, and loan options mud maps, drafting lender application notes and supporting brokers with lender option prep, calling lenders for updates and assisting with post-settlement loan account summaries, preparing detailed post-settlement breakdowns for clients, and assisting in preparing and managing discharge forms for settlements.

About This Role
  • You must have minimum 1 year of experience in Australian mortgage loan processing (pre- or post-settlement)
  • Familiarity with pricing and valuation processes is essential
  • Exposure to CRM platforms such as Mercury, FLEX, SalesTrekker, or Symmetry is an advantage
  • You should be highly organized with strong attention to detail, excellent written and verbal communication skills, resourceful, commercially minded, and eager to learn
  • A bachelor's or college degree in any field is required
  • You must be a team player who learns quickly, communicates clearly, and follows through, exercises sound judgment, and takes ownership of tasks

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