Mortgage Loan Processing Pro - Fast, Detail-Driven

Tavor Perry; San Carlos; Vor Ort; PHP 300.000 - 600.000; Vollzeit

Zusammenfassung

Tavor Perry is seeking a Mortgage Loan Processing Specialist in the Philippines to manage files from handover to lodgement. You will research lender options, run servicing calculations, and prepare loan recommendations for brokers and clients.

The role requires 1–2 years in loan processing or mortgage support, meticulous data handling, and clear written English communications. You will liaise via CRM to keep applications moving and maintain organized digital files.

Qualifikationen

• Minimum 1–2 years in loan processing or mortgage brokerage support.
• Understanding of end-to-end loan process, including document collection, assessment, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to prepare written loan summaries and recommendations.
• Proficient CRM data entry and quick learner of new platforms.
• Excellent written English for client communications.
• Strong attention to detail with financial documents.

Aufgaben

• Review new client files and scenario summaries from the broker.
• Research and compare lender products to identify suitable loan options.
• Run servicing and serviceability calculations across shortlisted lenders.
• Prepare loan option summaries and broker-ready recommendations.
• Enter data accurately and lodge loan applications in the CRM.
• Collect documents from clients and keep the broker copied on emails.
• Follow up on outstanding documents to keep applications moving.
• Support credit assessment and valuation requirements through to submission.
• Maintain organized digital client files and records.
• Suggest process improvements to workflows.

Kenntnisse

Loan processing

End-to-end process

Servicing calculations

Written English

CRM data entry

Attention to detail

Self-starting

Communication skills

Tools

CRM systems

Lending calculators

Jobbeschreibung

Tavor Perry is seeking a Mortgage Loan Processing Specialist in the Philippines to manage files from handover to lodgement. You will research lender options, run servicing calculations, and prepare loan recommendations for brokers and clients.

The role requires 1–2 years in loan processing or mortgage support, meticulous data handling, and clear written English communications. You will liaise via CRM to keep applications moving and maintain organized digital files.