Mortgage Process Coordinator

2 weeks ago

Porac, Philippines beBeeBroker Full time ₱300,000 - ₱465,000
Mortgage Broker Assistant Role

This role is ideal for highly organized individuals who thrive in fast-paced environments and are committed to delivering exceptional client service. The successful candidate will support an Australian client accredited by the Mortgage & Finance Association of Australia (MFAA), which upholds a strict Code of Practice requiring professionalism, ethical behavior, transparency, and commitment to clients.

The ideal candidate will have a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly. They will also be experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.


About the Role

As a Mortgage Broker Assistant, you will be responsible for gathering and verifying client documents, preparing and submitting loan applications to lenders, and following up with banks, lenders, and clients to track loan progress. You will also maintain an organized CRM system with updated loan statuses and client records.

You will serve as the primary point of contact for clients, answering inquiries and providing updates. You will coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals. Additionally, you will educate clients on the mortgage process, assisting with any concerns or questions.


Key Responsibilities
  • Loan Application Support & Processing: Assist in gathering and verifying client documents, prepare and submit loan applications to lenders, and follow up with banks, lenders, and clients to track loan progress.
  • 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.
  • Compliance & Documentation: Ensure all documentation is complete and compliant with regulatory and lender guidelines. Conduct preliminary assessments to determine client eligibility and loan options.
  • Administrative & Support Tasks: Schedule appointments and manage the mortgage broker's calendar. Prepare and send loan estimates, disclosures, and follow-up emails.

Qualifications
  • Minimum 4+ years of hands-on experience in Australian mortgage broking support or back-office loan processing.
  • Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.
  • Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.
  • Familiar with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.
  • Strong command of Microsoft Office Suite and cloud collaboration tools.
  • Confident navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.
  • Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.
  • Exceptional document management skills with high attention to detail and accuracy.
  • Fluent in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.

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