Mortgage Virtual Assistant

Tavor Perry; Cauayan; On-site; PHP 279,000 - 502,000; Full time

Job summary

Tavor Perry is seeking a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business in the Philippines. You will take client scenarios from initial handover through loan submission, researching lender options, running servicing calculations, and preparing loan summaries.

The ideal candidate has hands-on lending or loan processing experience, can work proactively without step-by-step instructions, and communicates clearly in writing with clients and

Qualifications

• 1–2 years of experience in loan processing or mortgage brokerage support.
• End-to-end loan process understanding: documents, credit, valuations, submission.
• Experience running servicing calculations and comparing lender products.
• Ability to prepare written loan summaries and recommendations.
• Confident CRM and data entry; quick learner of new platforms.
• Excellent written English for client communications.
• High attention to detail with financial documents.
• Proactive, self-starting; can manage a file without step-by-step instructions.
• Reliable, detail-oriented; able to work independently.
• Strong communication skills.

Responsibilities

• Review new client files, supporting documents, and scenario summaries provided by the broker.
• Research and compare lender products to identify the most suitable loan options for each client situation.
• Run servicing and serviceability calculations, including buffer assessments, across shortlisted lenders.
• Prepare clear written loan option summaries and recommendations for broker review before they go to the client.
• Complete accurate data entry and lodge loan applications in the CRM system.
• Collect required documents from clients via email, keeping the broker copied on all correspondence.
• Follow up on outstanding documents and information to keep applications moving forward.
• Support credit assessment and valuation requirements through to submission.
• Maintain organized, up-to-date digital client files and application records.
• Contribute ideas and suggest improvements to existing processes and workflows.

Skills

Loan processing

Mortgage brokerage support

Lending operations

Written English

CRM data entry

Attention to detail

Self-starter

Work independently

Communication skills

Job description

Job Summary:

We're keen to bring on a detail-oriented Mortgage Loan Processing Specialist to support a growing mortgage broking business. In this role, you will take client scenarios from initial file handover through to loan submission - researching lender options, running servicing calculations, preparing loan recommendation summaries, and managing document collection. The ideal candidate has hands-on lending or loan processing experience, works with initiative rather than waiting for instructions, and communicates clearly in writing with clients and lenders.

Key Responsibilities:

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

• Research and compare lender products to identify the most suitable loan options for each client situation

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

• Prepare clear written loan option summaries and recommendations for broker review before they go to the client

• Complete accurate data entry and lodge loan applications in the CRM system

• Collect required documents from clients via email, keeping the broker copied on all correspondence

• Follow up on outstanding documents and information to keep applications moving forward

• Support credit assessment and valuation requirements through to submission

• Maintain organized, up-to-date digital client files and application records

• Contribute ideas and suggest improvements to existing processes and workflows

Mandatory Skills:

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

• Solid understanding of the loan process end to end: document collection, credit assessment, valuations, and submission

• Experience running servicing calculations and comparing lender products

• Ability to prepare written loan summaries and recommendations

• Confident CRM and system data entry with a strong ability to learn new platforms quickly

• Excellent written English for professional client-facing email communication

• High attention to detail and accuracy when handling financial documents and figures

• Proactive and self-starting - able to take a file and run with it without waiting for step-by-step instructions

• Reliable, detail-oriented, and able to work 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 managing multiple active loan files simultaneously

• Comfort suggesting better ways of doing things and improving existing workflows

Why Join Us:

This is an opportunity to join a small, close-knit team where your work has a direct and visible impact on the business. You will work alongside an experienced finance professional who values initiative, shares knowledge openly, and welcomes new ideas from everyone on the team. There is real room to grow here, with the role expanding as the business does.