Remote Mortgage Application Specialist - Part Time

REMOTE STAFF, INC.; Makati; Remoto; PHP 335.000 - 670.000; Part-time

Descrizione del lavoro

REMOTE STAFF, INC. is seeking a part-time mortgage application support specialist to work 30 hours weekly from a fully remote setup in the Philippines. You will prepare and organize mortgage files, review client documents, and ensure lender compliance while maintaining strict data confidentiality.

The role requires excellent written English, experience with mortgage workflows, and proficiency in Monday.com, Slack, and MS Office. Australian/New Zealand banking experience is highly valued.

Competenze

• Experience in mortgage application processing / loan packaging (AU/NZ preferred).
• Strong understanding of mortgage workflows, compliance, and documentation.
• Ability to analyse financial documents (bank statements, income, liabilities).
• Excellent written English (client-facing communication required).
• High proficiency with Monday.com.
• High proficiency with Slack and MS Office.

Mansioni

• Prepare and organise mortgage application files, ensuring documentation is complete and accurate.
• Collect, review, and follow up on client documents (bank statements, payslips, IDs, etc.).
• Manage workflows and pipelines via Monday.com and checklist systems.
• Send and manage client requirements using workflow tools (e.g. checklist systems).
• Communicate with clients via email only to request information and provide updates.
• Proactively follow up outstanding requirements (not solely automated).
• Ensure all submissions meet compliance and lender requirements.
• Maintain organised and accessible digital filing systems.
• Conduct strict quality checks (grammar, spelling, completeness) before submission.
• Assist with insurance administration (forms, submissions, client coordination).

Conoscenze

Mortgage processing

AU/NZ banking

Compliance

Written English

Proactive

Attention to detail

Independent work

Confidentiality

Leadership potential

Team mindset

Strumenti

Monday.com

Slack

Microsoft Office

DocuSign

Workflow tools

Descrizione del lavoro

REMOTE STAFF, INC. is seeking a part-time mortgage application support specialist to work 30 hours weekly from a fully remote setup in the Philippines. You will prepare and organize mortgage files, review client documents, and ensure lender compliance while maintaining strict data confidentiality.

The role requires excellent written English, experience with mortgage workflows, and proficiency in Monday.com, Slack, and MS Office. Australian/New Zealand banking experience is highly valued.