Australian Mortgage Loan Professional

3 days ago


Bacoor, Calabarzon, Philippines beBeeMortgageLoan Full time ₱60,000 - ₱85,000
Mortgage Loan Processor Role Overview

This role supports brokers to achieve settlement targets, manage data entry into SalesTrekker / Apply Online / Loanapp / Flex, and prepare compliance documentation for proposed loans.

Key Responsibilities
  • Lodge new applications with lenders and follow through to approval & settlement.
  • Communicate with clients to keep them updated on progress.
  • Organise valuations with lenders.
  • Book and organise settlements with clients, solicitors, and lenders.
  • E nsure all settled files are compliant.
  • Update application tracker within the CRM regularly.
  • Track commission payments.
  • Manage diary and email correspondence.
  • Support brokers to achieve settlement targets.
  • Enter data into SalesTrekker / Apply Online / Loanapp / Flex.
  • Prepare Compliance Documentation for proposed loans.
Mandatory Requirements
  • A stable internet connection with at least 50MBPS or up.
  • A personal computer.
Essential Qualifications and Skills

Experience:

  • At least 2 years of experience in Australian loan processing is required.
  • Experience with Australian mortgage CRM systems and aggregator platforms.

Skills:

  • Excellent written and verbal communication skills in English for interacting with clients, brokers, and other parties.
  • Proficiency in MS Office Suite, loan processing software, and potentially banking computer software.
  • Meticulousness in reviewing documents and ensuring accuracy is essential.
  • The ability to provide excellent customer service is vital.
  • Effective time management skills to handle multiple tasks and meet deadlines.


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