Remote Mortgage Lending Professional

3 days ago

Quezon City, National Capital Region, Philippines beBeeMortgage Full time ₱700,000 - ₱1,300,000

This role offers a unique opportunity to take your career to the next level by supporting lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes.

Overview

This is a remote position that involves working with a team of industry leaders who have successfully scaled BPOs in the past.

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 experienced professionals; ensure all supporting documents are complete and compliant with relevant 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 SLA adherence; identify workflow bottlenecks and propose solutions.
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
  • Salesforce (CRM) and nCino
  • Microsoft Office (particularly Teams and Outlook)
  • Document management systems (e.g. SharePoint, OneDrive)
Benefits

Benefits: Opportunity to shape the HR function of a rapidly growing organization. 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.

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