Mortgage Loan Specialist

1 day ago

Iloilo City, Western Visayas, Philippines beBeeMortgage Full time ₱600,000 - ₱800,000
Job Title:

Mortgage Loan Specialist


About the Role:

This is a mortgage loan processing position that involves supporting brokers in achieving their settlement targets.

The successful candidate will be responsible for managing data entry into various software systems, preparing compliance documentation, and ensuring all settled files are compliant.


Key Responsibilities:
  • Lodging new applications with lenders and following through to approval & settlement
  • Communication with clients keeping them updated with progress
  • Organising valuations with lenders
  • Booking and organising settlements with clients, solicitors, and lenders
  • Ensuring all settled files are compliant
  • Keeping application tracker within CRM updated
  • Keeping track of commission payments
  • Diary and email management

Requirements:

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

Seniority Level:
  • Entry level
Employment Type:
  • Full-time
Job Function:
  • Finance and Sales

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