Mortgage Support Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeCareer Full time ₱4,500,000 - ₱6,000,000

This is a remote opportunity with our company, supporting various tasks in mortgage lending processes.

Job Description

We are seeking a skilled professional to join our team as a Mortgage Support Specialist. The successful candidate will assist in lead qualification, application and documentation, client communication, and reporting tasks for mortgage lending processes.

Responsibilities
  • Lead Qualification & CRM Support — Assist in vetting and qualifying inbound leads from advertising, online channels, and referrals; maintain accurate client records in Salesforce, including contact history and loan progress; monitor shared inboxes and triage client inquiries for timely follow-up.
  • Application & Documentation Support — Prepare and lodge client applications under guidance from Direct Sales Associates; ensure all supporting documents are complete and compliant with relevant standards; track outstanding items and follow up with clients to meet submission timelines.
  • Client Communication & Service — Draft client emails and follow-up messages post-meeting or post-settlement; support calendar scheduling for client calls and virtual meetings; assist with post-settlement servicing tasks such as loan increases or document updates.
  • Reporting & Process Improvement — Maintain task logs and contribute to continuous improvement initiatives; prepare weekly reports on lead conversion, application status, and SLA adherence; identify workflow bottlenecks and propose solutions.
Qualifications
  • Strong written English and client service orientation
  • High attention to detail and task ownership
  • Proficiency in Microsoft Office and Salesforce
  • Familiarity with mortgage lending processes and compliance
  • Ability to work independently and manage competing priorities
  • Salesforce (CRM) and Microsoft Office skills
  • Document management systems knowledge
Benefits

Benefits: Competitive salary. Opportunity to grow your career in a rapidly growing industry. Work closely with a team of experienced professionals who have successfully scaled similar operations in the past. Career growth and development opportunities.

How to Apply

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together.

This job posting is not intended to convey all duties, responsibilities, or qualifications; additional duties may be assigned as needed.

EEO Statement: We are an equal opportunity employer and value diversity in our workforce.

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