High Achieving Mortgage Support Specialist

6 days ago


Lipa City, Calabarzon, Philippines beBeeMortgage Full time ₱5,000 - ₱8,000
Role Summary

A high-achieving Mortgage Support Specialist is required to provide exceptional administrative support to our team of mortgage professionals.

The ideal candidate will have a strong background in mortgage processes, proficiency in industry-standard software, and excellent communication skills.

This role involves supporting brokers throughout the loan application process, assisting with loan applications, and providing high-level executive support.

Key responsibilities include:

  • Supporting brokers at all stages of the loan process, from initial contact to settlement.
  • Assisting with loan applications, ensuring accurate data entry and compliance with lender requirements.
  • Providing exceptional customer service, liaising with clients, and gathering necessary information.
  • Conducting needs analysis, serviceability assessments, and product research to identify suitable loan options.
  • Preparing loan comparisons, packaging client loan applications, and arranging settlements with stakeholders.
  • Ensuring compliance with regulatory requirements, capturing documentation in the CRM system, and maintaining accurate records.
Requirements
  • Minimum 2 years experience supporting a mortgage broker or banking/lending industry.
  • Proficiency in Aggregator CRM software and Applyonline/Simpology (LoanApp) lodgment systems.
  • Excellent written and verbal communication skills, with a focus on delivering quality client outcomes.
  • Understanding of data privacy, Australian Best Interest Duty, and Responsible Lending legislation.
  • Accurate and detail-oriented, with strong organizational skills and ability to multitask.
Benefits

This role offers a challenging and rewarding career opportunity, with a competitive salary package and opportunities for growth and development.

As a Mortgage Support Specialist, you will be working in a fast-paced environment, collaborating with experienced professionals to deliver exceptional results.



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