Australian Mortgage Specialist

1 day ago


Davao City, Davao, Philippines beBeeLoanProcessor Full time ₱250,000 - ₱500,000
Job Overview

Mortgage loan processors play a pivotal role in supporting brokers to achieve settlement targets. They are responsible for managing data entry into various systems and preparing compliance documentation for proposed loans.

  • Lodging new applications with lenders and following through to approval and settlement.
  • Communicating with clients to keep them updated on progress.
  • Organizing valuations with lenders.
  • Booking and organizing settlements with clients, solicitors, and lenders.
  • E nsuring all settled files are compliant.
  • Keeping application trackers within CRM systems updated.
  • Tracking commission payments.
  • Managing diaries and emails.
  • Supporting brokers to achieve settlement targets.
  • Entering data into SalesTrekker, Apply Online, Loanapp, and Flex.
  • Preparing compliance documentation for proposed loans.
Key Qualifications and Skills

Experience:

  • A minimum of 2 years of experience in Australian loan processing is required.
  • Experience working with Australian mortgage CRM systems and aggregator platforms is essential.

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.
Working Arrangements
  • This is a full-time position.
Business Area
  • Finance and sales.


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