Mortgage Processor I WFO | Angeles/Makati/Ortigas

Cloudstaff Philippines Inc.; Philippines; On-site; PHP 420,000 - 600,000; Full time

Benefits offered by this job

Comprehensive health and life保险

Flexible leave credits

Office perks: Free Coffee, Meals and ̄

Company-provided PC/Laptop

Job summary

Cloudstaff Philippines Inc. is seeking a Mortgage Support Specialist to handle customer communications via email and phone, coordinate meetings, and assist brokers in structuring loans.

You will review documents, perform credit checks, and prepare mortgage applications, working closely with banks and lenders. The role requires excellent English communication, relationship-building skills, and a minimum of 2+ years AU Mortgage experience.

Qualifications

• Excellent English speaking and conversational skills.
• Ability to connect with people and build strong relationships.
• Proactive and creative with outside-the-box thinking.
• High accuracy and attention to detail.
• Ability to complete tasks within set deadlines.
• At least 2+ years’ experience in AU Mortgage.

Responsibilities

• Send and respond to customer emails and follow ups.
• Contact customers via phone and email to support them through the journey.
• Set up meetings between broker and customer.
• Work with broker in gathering and renaming documents.
• Check documents for required information accuracy.
• Coordinate with banks' broker support teams and BDMs as needed.
• Order valuations, pricing, and credit checks.
• Assist brokers in checking deals, policies, and scenarios with banks and lenders.
• Prepare and submit mortgage applications.

Skills

Excellent English communication

Relationship building

Proactive mindset

Attention to detail

Deadline-driven

Tools

AOL Data Entry

MyCRM

Job description

Job Description

• Sending and responding on emails to customers and follow ups


• Contacting customers via phone and email to support them through the journey which will require excellent customer service


• Setting up meetings between broker and customer


• Working with broker in gathering document and renaming


• Checking documents to ensure all information required is available and correct


• Contacting banks broker support teams and BDM’s (different scenarios)


• Ordering valuations, pricing and credit check


• Completing all other tasks (post settlement)


• Reviewing financial statements and supporting documents, conducting servicing and scenario research, performing credit analysis, and running borrowing capacity calculators


• Assist brokers in checking deals, policies, and scenarios with banks and lenders


• Work closely with brokers to structure loans and identify suitable solutions for clients


• Prepare and submit mortgage applications

Qualifications and Requirements

• Excellent English speaking skills both formally and casually. Need to be able to have a conversation


• Ability to connect with people and build strong relationships


• Proactive, creative, can think outside the box


• High degree of accuracy and attention to detail


• Can complete task within the set deadlines


• At least 2+ years’ experience in the AU Mortgage


• Experience working with AOL Data Entry, ideally MyCRM


• At least 2+ years’ experience in the AU Mortgage


• Experience working with AOL Data Entry, ideally MyCRM

Perks and Benefits

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment


• Up to 24 leave credits per year


• Flexible leave credits which may be used for vacation, emergency and sick leaves


• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!


• Endless opportunities for career advancement


• Exclusive ATM inside the office for employee's convenience


• Annual Performance Review with Salary Increase


• We set you up for success with a company-provided PC/Laptop and fiber internet connection


• Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays!


• Top notch workplace with first class VIP lounge and game rooms


• Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance


• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues


• International career growth and connections


• Unlimited cash incentives for hired referrals


• Mental Wellness Employee Assistance program through Lifeworks


• In-house psychiatrist available to support employees' well-being


• Become part of the Employee Share Units program


• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc.

Cloudstaff : Build Your Career, Anywhere

Established in 2005, Cloudstaff is a leading outsourcing company that empowers businesses to thrive through smarter talent solutions. We're passionate about creating a work environment that fosters your professional growth and overall well-being.

Why Cloudstaff is the #1 Workplace?

• Award-winning Culture: We're committed to building the #1 Workplace Everywhere, with a proven track record of staff engagement initiatives and industry recognition


• Invest in You: We support your development through comprehensive training programs, mentoring and opportunities for career advancement


• Thrive as an Individual: We offer a strong work-life balance with flexible schedules, meaningful perks and a collaborative team environment