Mortgage Support Specialist

2 days ago


Taguig, National Capital Region, Philippines beBeeSupport Full time ₱900,000 - ₱1,200,000
Mortgage Support Specialist

We seek a Mortgage Support Specialist to deliver exceptional support in mortgage documentation, compliance, and lender communication. The ideal candidate has strong experience in administrative excellence, efficient loan processing, and seamless client coordination.

This role is perfect for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service.

The successful candidate will be supporting an Australian client, which upholds a strict Code of Practice requiring professionalism, ethical behavior, transparency, and an unwavering commitment to clients.

Responsibilities
  • Loan Application Management:

    Assist in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).

    Prepare and submit loan applications to lenders, ensuring accuracy and compliance.

  • Client & Lender Communication:

    Serve as the primary point of contact for clients, answering inquiries and providing updates.

    Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.

  • Compliance & Documentation:

    Ensure all documentation is complete and compliant with regulatory and lender guidelines.

    Conduct preliminary assessments to determine client eligibility and loan options.

  • Administrative & Support Tasks:

    Schedule appointments and manage the mortgage broker's calendar.

    Prepare and send loan estimates, disclosures, and follow-up emails.

Qualifications
  • Minimum 4+ years of hands-on experience in Australian mortgage broking support or back-office loan processing.

  • Solid track record in preparing, submitting, and tracking loan applications for Australian lenders and aggregators.

  • Experienced in handling full loan life cycle – from document collection and compliance checks to settlement coordination.

  • Familiar with CRM tools like Salesforce, HubSpot, Velocify, or industry-specific systems.

  • Strong command of Microsoft Office Suite and cloud collaboration tools.

  • Confident navigating VOIP tools like Zoom Phone, RingCentral, or 3CX for client and lender communication.

  • Proven ability to conduct preliminary assessments and identify loan options based on income and financial documentation.

  • Exceptional document management skills with high attention to detail and accuracy.

  • Strong follow-up processes to ensure timely responses from lenders, clients, and third parties.

  • Fluent in professional English (written and verbal) with the ability to communicate confidently with Australian clients and stakeholders.

  • Friendly, client-focused, and capable of managing expectations with care and clarity.

  • Able to build rapport, explain mortgage processes simply, and manage multiple active loan files.

  • Reliable high-speed internet with backup connection.

  • Quiet home office environment conducive to professional communication and confidentiality.

  • Availability to work AEST/ACST hours (aligned with South Australia business times).

  • Bachelor's degree in Finance, Business Administration, Accounting, or a related field (preferred but not essential with strong industry experience).



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