Senior Mortgage Settlement Specialist

1 day ago

Cavite City, Calabarzon, Philippines beBeeMortgageLoan Full time ₱600,000 - ₱1,000,000
Job Role Overview

Mortgage loan processors are pivotal to the success of mortgage broking businesses. They play a vital role in facilitating the settlement process by lodging new applications with lenders, communicating with clients about loan progress, and preparing compliance documentation.

This position involves working closely with brokers to achieve settlement targets, ensuring all settled files are compliant and up-to-date, managing diaries and emails effectively, and keeping track of commission payments.

Main Responsibilities:
  • Lodging new loan applications with lenders and following through until approval and settlement
  • Communicating with clients to keep them updated on the progress of their loans
  • Organizing valuations with lenders and arranging settlements with clients, solicitors, and lenders
  • Ensuring all settled files are compliant and up-to-date
  • Keeping track of commission payments and managing diaries and emails effectively
  • Supporting brokers to achieve their settlement targets
  • Data entry into various software systems, including SalesTrekker, Apply Online, Loanapp, and Flex
Key Qualifications:
  • A minimum of 2 years' experience in Australian loan processing is required
  • Experience working with Australian mortgage CRM systems and aggregator platforms is essential
  • Excellent written and verbal communication skills in English are crucial for interacting with clients, brokers, and other parties
  • Proficiency in MS Office Suite and loan processing software is necessary
  • Meticulousness in reviewing documents and ensuring accuracy is essential
  • The ability to provide excellent customer service is vital

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