Mortgage Admin Specialist – Detail-Driven Client Support

YMB Finance; Cebu City; Presencial; PHP 2.182.000 - 2.836.000; Jornada completa

Descripción de la vacante

YMB Finance in Melbourne is seeking an Administration Assistant to support a growing mortgage broking team. You will handle document processing, data entry, and client communications with a client-first mindset.

Ideal candidates have attention to detail, strong organisational skills, and experience with CRM systems and Microsoft Office. This role offers a dynamic, fast-paced environment with opportunities for professional development.

Formación

• Previous administration experience, ideally within finance or mortgage broking.
• Strong attention to detail and organisational skills.
• Excellent written and verbal communication.
• Ability to manage multiple tasks and meet deadlines.
• Tech-savvy with experience using CRM systems and Microsoft Office.

Responsabilidades

• Process and verify customer documents, ensuring accuracy and compliance with industry standards
• Compile and maintain complete customer files, entering data into our CRM for assessment
• Record all client communications (emails, texts, calls) accurately
• Liaise with clients to collect outstanding information and provide timely updates on loan applications
• Follow up with lenders and track applications from submission to settlement
• Ensure all loan documentation is processed efficiently and accurately
• Communicate professionally and courteously with clients to build strong relationships
• Ensure all documentation complies with corporate, regulatory, and risk standards
• Organise pricing and valuations for client applications
• Notify relevant parties of loan approvals and conditions

Conocimientos

Attention to detail

Organisational skills

Written & verbal communication

CRM systems

Microsoft Office

Team player

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

YMB Finance in Melbourne is seeking an Administration Assistant to support a growing mortgage broking team. You will handle document processing, data entry, and client communications with a client-first mindset.

Ideal candidates have attention to detail, strong organisational skills, and experience with CRM systems and Microsoft Office. This role offers a dynamic, fast-paced environment with opportunities for professional development.