Australian Mortgage Support Specialist

2 days ago


Cabuyao, Calabarzon, Philippines beBeeMortgage Full time ₱3,000,000 - ₱5,000,000
Job Overview

We are seeking an experienced Australian Mortgage Support Specialist to provide exceptional assistance to mortgage brokers and their applications. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a thorough understanding of the mortgage industry.

About the Role
  • Supporting mortgage brokers throughout the loan application process
  • Assisting with data entry requirements, loan comparisons, and lender policies research
  • Requesting client information and liaising with clients directly to gather supporting documentation

The successful candidate will have a minimum of 2 years of experience in a similar role, preferably within the banking or lending industry. They should be passionate about delivering quality client outcomes, well-organized, and able to work in a fast-paced environment.

Key Responsibilities
  1. Conduct needs analysis and serviceability assessments for clients' objectives and situations
  2. Prepare loan comparisons and ensure accurate data entry requirements
  3. Lender follow-up and status reporting
  4. Taking ownership of compliance-related matters, ensuring all documentation and data is captured in the CRM system
Qualifications and Skills
  • Minimum 2 years Australian experience supporting a mortgage broker or banking/lending industry
  • Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems
  • Passionate about delivering quality client outcomes
  • Understanding of data privacy, the Australian Best Interest Duty, and Responsible Lending legislation
  • Accountable and accurate with work
  • Excellent written and verbal communication skills
  • Ability to work in a cohesive and high-paced environment
  • Well-presented and detail-oriented
Benefits

This role offers the opportunity to work with a dynamic team, develop your skills and knowledge, and contribute to the success of our mortgage business. If you are a motivated and organized individual with a passion for delivering exceptional client experiences, we encourage you to apply.



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