Mortgage Broking Assistant

3 days ago

Angeles City, Central Luzon, Philippines Link Wealth Adviser Support Full time ₱400,000 - ₱600,000 per year

Qualifications:

- Experience in the mortgage broking field

- Education: Graduate of any business-related degree course

Skills:

- Excellent communication abilities

- Strong multitasking and prioritization skills

- Exceptional organizational and time management proficiency

Job Description

  • Collaborate with Mortgage Consultants to streamline communication and interactions with lenders.
  • Compile applicant documentation ensuring timely application submissions.
  • Gather and store loan-related supporting documents electronically.
  • Prepare NCCP documentation and serviceability calculators.
  • Enter client information accurately into various systems (CRM, FLEX,).
  • Order property valuations, track statuses, and prepare loan lodgements.
  • Perform data validations and identify potentially fraudulent information (e.g., conflicting addresses) for escalation.
  • Maintain consistent communication with lenders and applicants regarding loan status updates.
  • Manage post-settlement activities and ensure file adherence to compliance checklists.
  • Address any rework or outstanding tasks efficiently.

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