Mortgage Virtual Assistant

Tavor Perry; Cadiz; On-site; PHP 300,000 - 540,000; Full time

Job summary

Tavor Perry in the Philippines is seeking a detail-oriented Mortgage Loan Processing Specialist to guide client scenarios from file handover to loan submission, researching lender options, running servicing calculations, and coordinating document collection. You will draft loan option summaries, enter data in the CRM, gather documents, chase missing items, and support credit assessment.

Strong written English, attention to detail, and the ability to work independently are essential.

Qualifications

• Minimum 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations.
• Knowledge of the loan process from start to finish: document collection, credit assessment, valuations, and submission.
• Experience running servicing calculations and comparing lender products.
• Ability to write loan summaries and recommendations.
• Confident with CRM and data entry; quick to master new platforms.
• Excellent written English for professional client-facing emails.
• Strong attention to detail and accuracy with financial documents and figures.
• Proactive and self-starting; able to own a file and move it forward without step-by-step guidance.
• Focused, dependable, and capable of working independently.
• Strong communication skills.

Responsibilities

• Assess new client files, supporting documents, and scenario summaries provided by the broker.
• Research and benchmark lender products to identify the strongest loan options for each client.
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders.
• Draft clear loan option summaries and recommendations for broker review before they are shared with the client.
• Enter data carefully and lodge loan applications in the CRM system.
• Gather required documents from clients by email while keeping the broker copied on all messages.
• Chase outstanding documents and details so applications stay on track.
• Support credit assessment and valuation requirements through submission.
• Keep digital client files and application records organized and up to date.
• Put forward ideas to improve current processes and workflows.

Skills

Loan processing

Client communication

CRM data entry

Attention to detail

Independent work

Written English

Research lender options

Documentation gathering

Process improvement

Lending knowledge

Tools

CRM systems

Lending calculators

Job description

Job Summary:

We're now accepting applications for a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. You'll guide client scenarios from the first file handover to loan submission - researching lender options, running servicing calculations, preparing loan recommendation summaries, and coordinating document collection. It suits someone with hands-on lending or loan processing experience who takes initiative and writes clearly to clients and lenders.

Key Responsibilities:

• Assess new client files, supporting documents, and scenario summaries provided by the broker

• Research and benchmark lender products to identify the strongest loan options for each client

• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders

• Draft clear loan option summaries and recommendations for broker review before they are shared with the client

• Enter data carefully and lodge loan applications in the CRM system

• Gather required documents from clients by email while keeping the broker copied on all messages

• Chase outstanding documents and details so applications stay on track

• Support credit assessment and valuation requirements through submission

• Keep digital client files and application records organized and up to date

• Put forward ideas to improve current processes and workflows

Mandatory Skills:

• Minimum 1-2 years of experience in loan processing, mortgage brokerage support, or lending operations

• Solid knowledge of the loan process from start to finish: document collection, credit assessment, valuations, and submission

• Experience running servicing calculations and comparing lender products

• Ability to write loan summaries and recommendations

• Confident with CRM and system data entry and quick to master new platforms

• Excellent written English for professional client-facing emails

• Strong attention to detail and accuracy with financial documents and figures

• Proactive and self-starting - able to own a file and move it forward without step-by-step guidance

• Focused, dependable, and capable of working independently

• Strong communication skills

Preferred Skills:

• Experience supporting Australian mortgage brokers or familiarity with Australian lenders and lending policy

• Background in banking, financial services, or credit

• Familiarity with broker CRM platforms and lender servicing calculators

• Experience handling multiple active loan files together

• Comfortable proposing better ways of working and improving existing workflows

Why Join Us:

This is an opportunity to join a small, close team where your work makes a direct and visible difference to the business. You'll work alongside an experienced finance professional who values initiative, openly shares knowledge, and welcomes new ideas from the whole team. There's real room to grow, and the role will expand as the business does.