Mortgage Loan Specialist

2 days ago

Pasay, National Capital Region, Philippines beBeeMortgage Full time ₱48,000 - ₱72,000
Job Description

We are seeking an experienced Mortgage Support Assistant to join our team. The ideal candidate will have a proven background in supporting mortgage brokers through administrative excellence, efficient loan processing, and seamless client coordination.


About the Role

The Mortgage Support Assistant will be responsible for assisting in gathering and verifying client documents, preparing and submitting loan applications, and maintaining an organized CRM system with updated loan statuses and client records.


Key Responsibilities
  • Loan Application Support & Processing:
    • Gather and verify 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.
  • 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.
  • Administrative & Support Tasks:
    • Schedule appointments and manage the mortgage broker's calendar.

Requirements

To be successful in this role, you will require:

  • A minimum 4+ years of 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.
  • Familiarity with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.
  • Strong command of Microsoft Office Suite and cloud collaboration tools (e.g., Google Workspace, Dropbox).
  • Confident navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.

What We Offer

In return for your expertise, we offer:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive salary package.

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