AU Loan Processor/Mortgage Broker Assistant

Boomering inc; Cebu City; Hybrid; PHP 457,000 - 547,000; Full time

Benefits offered by this job

HMO on hire

15 vacation leaves

5 sick leaves

Annual performance reviews

Competitive salary package

Company-provided desktop setup with备up

Job summary

Boomering inc is seeking a Mortgage Broker Assistant to support mortgage brokers and clients. Work from home or office, with a Monday to Friday schedule 7:00 am–4:00 pm PH Time. Salary starts at Php 45,000.00 monthly.

You will handle client communication, gather documents, prepare loan application packages, input data into processing systems, coordinate with lenders, and track applications through underwriting to approval, ensuring accuracy and timely submission.

Qualifications

• Degree in Business, Finance, Accounting, or related field preferred.
• Previous experience as a Mortgage Broker Assistant in the Australian mortgage industry is ideal.
• Experience in banking or administrative support is an advantage.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with mortgage software or CRM systems is an advantage.
• Strong attention to detail with excellent organizational and multitasking abilities.
• Excellent English communication skills, both written and verbal.

Responsibilities

• Act as a point of contact for clients, answering basic inquiries and providing updates on application status.
• Monitor emails and schedule and confirm appointments for clients and mortgage brokers.
• Assist clients with gathering necessary documentation for loan applications.
• Assist in preparing and organizing mortgage application packages and related documents.
• Ensure all client documentation is complete and accurate, including income verification, credit reports, and property information.
• Maintain organized filing systems (digital) for easy retrieval of documents.
• Process and input client information into relevant mortgage processing systems.
• Prepare forms, loan applications, and other documentation as required by mortgage brokers.
• Coordinate with lenders, underwriters, and other stakeholders to facilitate timely processing of applications.
• Help monitor and track the progress of loan applications through underwriting and approval stages.
• Assist with the completion of any additional documentation or information requests.
• Order pricing requests and valuations; relates to application preparation and post settlement customer support.
• Follow up with clients and lenders to ensure timely submission of necessary paperwork.
• Ensure accurate and up-to-date client records are maintained within CRM systems.
• Assist with the preparation of reports and documentation for compliance and audit purposes.
• Provide general administrative support to the mortgage team, including filing, faxing, scanning, and email correspondence.
• Assist with marketing and client outreach as directed by the mortgage broker.

Skills

Attention to detail

Organizational skills

Multitasking

English communication

Teamwork

Professionalism

Education

Bachelor degree in Business/Finance/Accounting or related field

Tools

Microsoft Office Suite (Word, Excel, Outlook)

Mortgage software

CRM systems

Job description

Position Title: Mortgage Broker Assistant
Work Set-up: Work from Home/Work from Office
Schedule: Monday – Friday, 7:00 am – 4:00 pm PH Time
Salary: Starts at Php 45,000.00

Join our client's extraordinary team of highly skilled professionals, where expertise meets efficiency in the realm of administrative support. With a wealth of experience in mortgage broker processes and proficiency in industry-standard software, they are dedicated to delivering unparalleled support, ensuring seamless operations and success in every endeavor. Take the next step in your career journey with us and become an integral part of a dynamic company committed to excellence.

JOB DESCRIPTION FOR MORTGAGE BROKER ASSISTANT

Your Responsibilities as a Mortgage Broker Assistant would be:

• Client Communication & Coordination:
  • Act as a point of contact for clients, answering basic inquiries and providing updates on application status.
  • Monitor emails and schedule and confirm appointments for clients and mortgage brokers.
  • Assist clients with gathering necessary documentation for loan applications.
• Document Preparation & Organization:
  • Assist in preparing and organizing mortgage application packages and related documents.
  • Ensure all client documentation is complete and accurate, including income verification, credit reports, and property information.
  • Maintain organized filing systems (digital) for easy retrieval of documents.
• Administrative Support:
  • Process and input client information into relevant mortgage processing systems.
  • Prepare forms, loan applications, and other documentation as required by mortgage brokers.
  • Coordinate with lenders, underwriters, and other stakeholders to facilitate timely processing of applications.
• Loan Processing Support:
  • Help monitor and track the progress of loan applications through underwriting and approval stages.
  • Assist with the completion of any additional documentation or information requests.
  • Order pricing requests and valuations. Relates to application preparation and post settlement customer support.
  • Follow up with clients and lenders to ensure timely submission of necessary paperwork.
• Database and Record Maintenance:
  • Ensure accurate and up-to-date client records are maintained within CRM systems.
  • Assist with the preparation of reports and documentation for compliance and audit purposes.
• Other Duties as Assigned:
  • Provide general administrative support to the mortgage team, including filing, faxing, scanning, and email correspondence.
  • Assist with marketing and client outreach as directed by the mortgage broker.

Qualifications as a Mortgage Broker Assistant

• Degree in Business, Finance, Accounting, or related field preferred.
• Previous experience as a Mortgage Broker Assistant in the Australian mortgage industry.
• Experience in banking, or administrative support role is an advantage.
• Familiarity with mortgage documents and loan processing procedures is a plus.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with mortgage software or CRM systems is an advantage.
• Strong attention to detail with excellent organizational and multitasking abilities.
• Excellent English communication skills, both written and verbal.
• Ability to work independently as well as part of a team.
• High level of professionalism and customer service focus.
• Ability to maintain confidentiality and adhere to compliance standards.

Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding, and stimulating environment where work-life balance meets a commitment to foster growth.

• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity, and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.

Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and a collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

Website: www. boomering.ph

Career Portal: https://boomering.zohorecruit.com/jobs/Careers

Facebook and LinkedIn: Boomering Inc.; Boomering Careers