Full-time Mortgage Lending Support Specialist

4 days ago

Iloilo City, Western Visayas, Philippines beBeeCustomerSupport Full time ₱25,000 - ₱35,000
Job Summary

We are seeking a skilled professional to fill the role of Mortgage Lending Support Specialist. As a key member of our team, you will be responsible for providing exceptional support to clients in the mortgage lending process.

Responsibilities:
  • Lead Qualification and CRM Support: Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress; monitor shared inboxes and triage client inquiries for timely follow-up.
  • Application and Documentation Support: Prepare and lodge client applications under guidance from Direct Sales Associates; ensure all supporting documents are complete and compliant with NCCP and AML/CTF standards; track outstanding items and follow up with clients to meet submission timelines.
  • Client Communication and Service: Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings; assist with post-settlement servicing tasks such as loan increases or document updates.
  • Reporting and Process Improvement: Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and SLA adherence; identify workflow bottlenecks and propose solutions.
Requirements:
  • Strong Written English and Client Service Orientation: Possess excellent written communication skills and a high level of customer service orientation.
  • High Attention to Detail and Task Ownership: Demonstrate strong attention to detail and a high level of task ownership.
  • Proficiency in Microsoft Office and Salesforce: Possess proficiency in Microsoft Office and Salesforce.
  • Familiarity with Mortgage Lending Processes and Compliance: Have a solid understanding of mortgage lending processes and compliance requirements.
  • Ability to Work Independently and Manage Competing Priorities: Be able to work independently and manage competing priorities effectively.
Benefits:

Competitive Salary: Receive a competitive salary package.

Career Growth and Development Opportunities: Enjoy career growth and development opportunities within our organization.

Remote Work Options: Take advantage of remote work options to achieve a better work-life balance.

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