Loan Process Assistant

2 days ago


San Juan, National Capital Region, Philippines beBeeMortgage Full time ₱180,000 - ₱300,000
Loan Support Role

Deliver exceptional support to mortgage brokers, ensuring seamless loan application processes.

The ideal candidate will have a strong background in administrative support, with experience in mortgage broker processes and proficiency in industry-standard software. They will be responsible for supporting the broker throughout the loan application process, assisting at all stages of the loan process, and providing high-level executive and administrative support.

Responsibilities:
  • Supporting the broker during the loan application process
  • Assisting with loan applications from first contact through to settlement
  • Providing administrative support to mortgage brokers and their applications
  • Requesting client information and liaising directly with clients to gather supporting documentation
  • Conducting needs analysis and serviceability assessments
  • Researching lender policies
  • Preparing loan comparisons and packaging client loan applications
  • Lender follow-up and status reporting
  • Ensuring compliance-related matters are addressed and data is accurately captured in the CRM system
  • Additional duties may include post-settlement aftercare and reviewing existing client loans
Requirements:
  • Minimum 2 years' experience in a similar role, preferably in the banking or lending industry
  • Experience with Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced environment and multitask effectively
  • High level of accuracy and attention to detail
  • Strong understanding of data privacy, Best Interest Duty, and Responsible Lending legislation
Benefits:
  • Competitive salary package
  • Opportunities for career growth and development
  • Flexible working arrangements
  • Recognition and reward for outstanding performance
  • Access to training and professional development opportunities


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