Remote Mortgage Broker Assistant - Admin & Loan Processing

Boomering inc; Angeles; Hybrid; PHP 457,000 - 547,000; Full time

Benefits offered by this job

Leadership team

Competitive salary package

Provided desktop/laptop and back-up Wi

HMO on hire

Vacation leaves

Annual reviews

Referral incentives

Employee loans

Social clubs

Company events

Statutory benefits

Job summary

Boomering is seeking a Mortgage Broker Assistant to join a dynamic team. The role involves client communication, document gathering, and coordinating with mortgage brokers to process loan applications. You'll handle documentation, CRM data entry, and liaise with lenders to ensure timely processing.

The position emphasizes accuracy, organization, and professional client service, with a home/office work setup and a schedule aligned to PH time. Salary starts at 45,000 PHP per month.

Qualifications

• Degree in Business, Finance, Accounting, or related field preferred.
• Previous experience as a Mortgage Broker Assistant in the Australian mortgage industry.
• Experience in banking, or administrative support role is an advantage.
• Familiarity with mortgage documents and loan processing procedures is a plus.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with mortgage software or CRM systems is an advantage.
• Strong attention to detail with excellent organizational and multitasking abilities.
• Excellent English communication skills, both written and verbal.
• Ability to work independently as well as part of a team.
• High level of professionalism and customer service focus.
• Ability to maintain confidentiality and adhere to compliance standards.

Responsibilities

• Act as a point of contact for clients, answering basic inquiries and providing updates on application status.
• Monitor emails and schedule and confirm appointments for clients and mortgage brokers.
• Assist clients with gathering necessary documentation for loan applications.
• Assist in preparing and organizing mortgage application packages and related documents.
• Ensure all client documentation is complete and accurate, including income verification, credit reports, and property information.
• Maintain organized filing systems (digital) for easy retrieval of documents.
• Process and input client information into relevant mortgage processing systems.
• Prepare forms, loan applications, and other documentation as required by mortgage brokers.
• Coordinate with lenders, underwriters, and other stakeholders to facilitate timely processing of applications.
• Help monitor and track the progress of loan applications through underwriting and approval stages.
• Assist with the completion of any additional documentation or information requests.
• Order pricing requests and valuations. Relates to application preparation and post settlement customer support.
• Follow up with clients and lenders to ensure timely submission of necessary paperwork.
• Ensure accurate and up-to-date client records are maintained within CRM systems.
• Assist with the preparation of reports and documentation for compliance and audit purposes.
• Provide general administrative support to the mortgage team, including filing, faxing, scanning, and email correspondence.
• Assist with marketing and client outreach as directed by the mortgage broker.

Skills

Attention to detail

Organizational skills

Multitasking

Communication skills

Teamwork

Professionalism

Customer service

Confidentiality

Education

Degree in Business/Finance/Accounting or related field

Tools

Microsoft Office

CRM systems

Mortgage software

Job description

Boomering is seeking a Mortgage Broker Assistant to join a dynamic team. The role involves client communication, document gathering, and coordinating with mortgage brokers to process loan applications. You'll handle documentation, CRM data entry, and liaise with lenders to ensure timely processing.

The position emphasizes accuracy, organization, and professional client service, with a home/office work setup and a schedule aligned to PH time. Salary starts at 45,000 PHP per month.