Mortgage Operations Specialist

2 days ago

Quezon City, National Capital Region, Philippines beBeeLoanProcessor Full time ₱40,000 - ₱60,000
Job Opportunity

This role is perfect for an organized professional who thrives in a dynamic work environment and excels at delivering exceptional client service.

About the Position

The ideal candidate has a background in mortgage documentation, regulatory compliance, and lender communication, ensuring every step of the loan process runs smoothly.

Key Responsibilities
  • Loan Application Support & Processing
    • Support the gathering and verification of 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.
  • Client & Lender Communication
    • Serve as the primary point of contact for clients, answering inquiries and providing updates.
    • Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.
    • Educate clients on the mortgage process, assisting with any concerns or questions.
  • Compliance & Documentation
    • Ensure all documentation is complete and compliant with regulatory and lender guidelines.
    • Conduct preliminary assessments to determine client eligibility and loan options.
    • Stay up-to-date with industry regulations and lending policies to maintain compliance.
  • Administrative & Support Tasks
    • Schedule appointments and manage the mortgage broker's calendar.
    • Prepare and send loan estimates, disclosures, and follow-up emails.
    • Assist in marketing efforts, such as updating client databases, newsletters, and social media.
Benefits and Opportunities

This role offers a unique blend of challenge and opportunity, allowing the successful candidate to grow their skills and experience in a fast-paced and dynamic environment.

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