AU Mortgage Client Support Officer

Intogreat Solutions; Quezon City; On-site; PHP 2,464,000 - 3,360,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

Career growth

Leadership guidance

Job summary

Intogreat Solutions is seeking an AU Mortgage Client Support Officer to provide administrative support for mortgage applications from pre-approval to post-settlement. You will assist mortgage brokers with lodgments, review documents for completeness and compliance, and coordinate with clients, lenders, and third parties to obtain required paperwork.

Responsibilities include tracking loan progress, updating records, managing valuations and FHOG applications, and ensuring all files meet regulatory

Qualifications

• At least 2 years AU Mortgage experience.
• Strong knowledge of mortgage lending processes.
• Excellent Microsoft Office skills.
• Previous finance broking or banking experience.

Responsibilities

• Process client loan applications from pre-approval to post-settlement.
• Assist mortgage brokers with loan lodgments and document preparation.
• Check documents for completeness and compliance against standards.
• Coordinate with clients, lenders and third parties to obtain required paperwork.
• Track loan progress, update records and manage valuations/FHOG applications.
• Maintain KPI targets and ensure regulatory and company standards are met.
• Provide excellent customer service and maintain accurate documentation.

Skills

AU Mortgage experience

Mortgage lending knowledge

Microsoft Office proficiency

Customer service

Attention to detail

Tools

Microsoft Office

Job description

2 - 5 Years

Job Description

AU Mortgage Client Support Officer

Provides administrative support for mortgage applications from pre-approval to post-settlement. Assists mortgage brokers with loan lodgments, reviews application documents for completeness and compliance, and coordinates with clients, lenders, and third parties to obtain required paperwork. Tracks loan progress, updates records, manages valuations and grant applications, and ensures all files meet regulatory and company standards. Delivers excellent customer service while maintaining accurate documentation and achieving KPI targets.

Job Responsibilities

• Perform administrative duties required for processing a client’s loanapplication with a lender from Pre-approval to post Settlement
• Receive pre-approved sales files from mortgage broker and check toensure that the file meets minimum lodgment criteria/compliance checklists
• Check finance due and settlement dated on land contracts against thedates recorded in BBS/Mercury
• Support Mortgage Brokers with loan Lodgments/preparation of appointmentswhere required
• Liaise with clients and building companies to arrange for collection ofpaperwork to satisfy conditions of approval and help manage through to postsettlement.
• Order valuations and process FHOG applications if applicable
• Send HIA plans received from building companies with land contract tothe lender on behalf of the client/broker
• Track progress to Formal Approval and update comments in CBS/Mercury ona regular basis
• Ensure all files meet Resolve’s and Regulatory minimum compliancestandards
• Regular all files meet Resolve’s and Regulatory minimum compliancestandards
• Regular and consistent contact/communication with our external customersand internal ABN customer on progress of loan application
• Ensure all Broker Support tasks have been marked as complete and thatall standard letters have been sent
• Complete ‘File Review Checklist’ check compliance and place the file instandard order
• Ensure all Broker Support Standard Operating Procedures are always up todate
• The Client Support/Office Administrator may be required to cover otherteam members work in times of leave of as workload dictates
• Ensure KPI targets are met each month

Requirements:

• At least 2 years AU Mortgage experience
• Strong knowledge of mortgage lending process
• Excellent Microsoft office skills
• Previous finance broking or banking experience

Why IntoGREAT?

• Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.
• Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.
• Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.
• Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles

Ready to Shape the Future?

Step into a role where your skills will fuel growth, inspire change, and create a lasting impact. We’re eager to see how you can make a difference with us!

Job Snapshot

Updated Date

20-Aug-2026

Department

Mortgage

Location