Fulfilling Mortgage Broker Assistant Opportunity

7 days ago


Tanauan, Calabarzon, Philippines beBeeMortgage Full time A$2,500 - A$28,000

Unlock the potential for a fulfilling career as a mortgage broker assistant.

This is a unique opportunity to support mortgage brokers in handling end-to-end loan processing, ensuring seamless client experiences. You will be responsible for loan preparation, documentation management, and liaising with lenders and clients to drive successful mortgage outcomes.

About the Role

The ideal candidate will have strong experience in mortgage broking, preferably at a senior level, with a solid understanding of lender policies and industry regulations. You will work semi-autonomously, collaborating with brokers and clients to manage lodgements, compliance checks, pricing requests, variations, and discharges.

  • Assist brokers with loan application preparation, submission, and follow-up.
  • Collect, verify, and manage required documentation from clients.
  • Liaise with lenders, solicitors, and clients to ensure timely loan processing.
  • Track loan applications through to settlement, providing updates to all stakeholders.

You will also maintain accurate client records in CRM systems, provide exceptional customer service, and stay up-to-date with lender policies, products, and industry changes. If you are a proactive, solutions-focused individual with excellent problem-solving skills, this could be the perfect opportunity for you.

Requirements

We are seeking an experienced Mortgage Broker Assistant with:

  • A minimum of 5 years of experience in the field.
  • Strong understanding of mortgage lending processes, lender requirements, and industry regulations.
  • Excellent communication and customer service skills.
  • High attention to detail and ability to manage multiple loan files simultaneously.
  • Proficient in using CRM systems, loan submission platforms, and Microsoft Office Suite.

If you are passionate about delivering high-quality service in a fast-paced, client-focused environment, we encourage you to apply.



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