Mortgage Broking Administrator (MBA) - Levera Solutions

Link Wealth Adviser Support; Manila; On-site; PHP 260,000 - 380,000; Full time

Benefits offered by this job

Work Life Balance

New Hire Welcome Merch

Friday Free Lunch

HMO Coverage

Quarterly Team Building

Tenure Bonus

Referral Bonus

Company Christmas Gifts

Holiday Shutdown

Job summary

Levera Solutions is seeking a Mortgage Broking Administrator (MBA) to join our Manila team onsite, Monday to Friday, from 6:00 AM to 3:00 PM. The role supports Mortgage Consultants by processing applications accurately and in compliance with regulatory requirements.

You will coordinate with lenders and clients, manage documentation including NCCP forms, and maintain client data in CRM/mortgage software. Prior mortgage industry experience is a plus.

Qualifications

• Experience in mortgage broking or financial services administration.
• Bachelor’s degree in Finance/Business/Accounting or related field for graduates.
• Minimum 5 years of relevant work experience for non‑degree holders.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Experience with CRM or mortgage software is advantageous.

Responsibilities

• Provide administrative support to Mortgage Consultants to ensure loan applications are processed accurately and in compliance with regulatory requirements.
• Coordinate communication with lenders, clients, and onshore personnel to follow up on requirements and progress loan applications.
• Collate and manage applicant documentation including NCCP forms and compliance records.
• Enter and maintain client information in CRM and mortgage software (e.g., FLEX).
• Order property valuations, prepare loan lodgements, perform data validations, and flag potential issues.
• Support post-settlement activities and assist with compliance and QA checks.
• Identify process improvements to streamline administrative workflows and enhance client experience.

Skills

Mortgage broking experience

MS Office

CRM/mortgage software

Education

Bachelor’s degree in Finance/Business/Accounting

Tools

Mercury

ApplyOnline

Loanapp

Broker Engine

Job description

Hiring: Mortgage Broking Administrator (MBA) - Levera Solutions

Work Arrangement: Onsite [Manila, Philippines]: Monday to Friday, 6:00 AM - 3:00 PM

About our Company:

Levera Solutions is an offshoring company based in Angeles City, Pampanga, specializing in administrative and support services for the Australian financial services industry. Our team is specifically trained in financial services operations and works closely with clients to provide reliable, efficient, and high-quality support tailored to their business needs. We are committed to delivering exceptional service while helping our clients streamline their operations and achieve their business goals.

About the Role:

A Mortgage Broking Administrator (MBA) is responsible for:

• Providing administrative support to Mortgage Consultants to ensure loan applications are processed accurately, timely, and in compliance with regulatory and licensee requirements.
• Coordinating communication and interactions with lenders, clients, and onshore personnel to follow up on requirements, resolve queries, and progress loan applications.
• Collating and managing all applicant documentation, including NCCP forms, supporting documents, serviceability calculators, and compliance records.
• Entering and maintaining client information in CRM and mortgage software (e.g., FLEX), ensuring records are complete and up to date.
• Ordering property valuations, preparing loan lodgements, performing data validations, and flagging potential fraudulent items.
• Supporting post-settlement activities and assisting with compliance and quality assurance checks
• Contributing to process improvements and efficiency, identifying opportunities to streamline administrative workflows and enhance client experience.

Job Qualifications:

• Previous experience in mortgage broking, home lending, or financial services administration is a plus.
• For Graduates: Must hold a bachelor's degree in a relevant field (e.g., Finance, Business, Accounting, or related discipline).
• For Non-Degree Holders: Must have a minimum of 5 years of relevant work experience in financial services, mortgage administration, or a related area.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with CRM or mortgage software (e.g., Mercury, ApplyOnline, Loanapp, Broker Engine) is advantageous.

Benefits:

• Work Life Balance
• New Hire Welcome Merch
• Friday Free Lunch
• HMO Coverage (Upon 3rd Month)
• Quarterly Team Building
• Tenure Bonus
• Referral Bonus
• Company Christmas Gifts
• Holiday Shutdown