Mortgage Fulfillment Associate

EastWest Bank; Philippines; On-site; PHP 223,000 - 357,000; Full time

Job summary

East West Banking Corporation in Makati is seeking a Mortgage Fulfillment Associate to review and validate pre-booking and documentation for Mortgage, EEL, and bank-related transactions. You will ensure accurate loan booking in the core system, support AML/KYC processes, and coordinate with sales and operations to maintain compliance and timely processing.

Fresh graduates or professionals may apply; strong computer skills along with attention to detail are essential.

Qualifications

• Holder of any Bachelor's degree.
• Open to fresh graduates or candidates with no prior experience in consumer lending who are eager to learn and build a career in banking operations.
• Demonstrates proficiency in using computer applications and navigating system-based processes.
• Highly organized with strong attention to detail and the ability to manage tasks accurately and efficiently.
• Results-oriented with good communication skills and the ability to collaborate effectively with internal stakeholders.

Responsibilities

• Review and validate pre-booking, pre-annotation, and pre-issuance documentation requirements for Mortgage, EEL, and Bank Guarantee transactions to ensure compliance with internal policies and regulatory standards.
• Conduct documentation and compliance reviews, coordinate findings with Sales Officers and relevant units, prepare loan recommendation and review reports, and endorse eligible accounts for final approval and booking.
• Perform manual loan and account set-up in T24, including RIM, limits, and loan creation for salary loans, EEL accounts, construction releases, and accounts requiring manual intervention due to system interface issues.
• Process account maintenance and adjustments in T24, monitor system interfaces, and ensure timely and accurate completion of post-booking activities.
• Manage AML/KYC compliance requirements, including client onboarding, risk assessment and tagging, due diligence and enhanced due diligence reviews, watchlist screening, and maintenance of client records.
• Support regulatory reporting and compliance by ensuring accurate transaction capture, timely submission of required AML-related documentation, and proper record keeping in accordance with AML laws, BSP regulations, and company policies.
• Maintain custody of developer and broker documents, support AML training compliance across assigned teams, and perform other duties and projects as assigned.

Skills

Attention to detail

Communication skills

Organizational skills

Team collaboration

Computer proficiency

Education

Bachelor's degree

Tools

T24

Job description

Makati City, Metro Manila, Philippines Operations Cluster

About the job Mortgage Fulfillment Associate

About the Job

Location: Makati

Corporate Title: Rank and File - E

Work Arrangement: Onsite

Our Operations team is looking for fresh graduates and experienced professionals to join us in Makati with the role of Mortgage Fulfillment Associate.

In this role, you will review and validate pre-booking requirements and documentation for Mortgage and (Emerging Enterprise Lending) EEL loans, ensure accurate loan booking and adjustments in T24, and support key compliance activities including pre-booking, pre-annotation, and bank guarantee reviews. You will also manage manual loan set-ups and account maintenance, coordinate with sales and operations teams, oversee custodianship of developer and broker documents, monitor system interfaces, and perform other duties as assigned.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

• Review and validate pre-booking, pre-annotation, and pre-issuance documentation requirements for Mortgage, EEL, and Bank Guarantee transactions to ensure compliance with internal policies and regulatory standards.
• Conduct documentation and compliance reviews, coordinate findings with Sales Officers and relevant units, prepare loan recommendation and review reports, and endorse eligible accounts for final approval and booking.
• Perform manual loan and account set-up in T24, including RIM, limits, and loan creation for salary loans, EEL accounts, construction releases, and accounts requiring manual intervention due to system interface issues.
• Process account maintenance and adjustments in T24, monitor system interfaces, and ensure timely and accurate completion of post-booking activities.
• Manage AML/KYC compliance requirements, including client onboarding, risk assessment and tagging, due diligence and enhanced due diligence reviews, watchlist screening, and maintenance of client records.
• Support regulatory reporting and compliance by ensuring accurate transaction capture, timely submission of required AML-related documentation, and proper record keeping in accordance with AML laws, BSP regulations, and company policies.
• Maintain custody of developer and broker documents, support AML training compliance across assigned teams, and perform other duties and projects as assigned.

What we're looking for

• Holder of any Bachelor's degree
• Open to fresh graduates or candidates with no prior experience in consumer lending who are eager to learn and build a career in banking operations.
• Demonstrates proficiency in using computer applications and navigating system-based processes.
• Highly organized with strong attention to detail and the ability to manage tasks accurately and efficiently.
• Results-oriented with good communication skills and the ability to collaborate effectively with internal stakeholders.

What you can expect from joining our team

• Career development and training opportunities
• Competitive salary package and benefits
• Performance-based incentives and recognition programs to reward high-performing individuals
• Opportunity to work with industry experts and be mentored by them
• Defined career progression paths to guide you in your professional growth