Remote Mortgage Broker Assistant — Admin & Loan Processing

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

Benefits offered by this job

HMO on hire

15 vacation leaves

5 sick leaves

Annual performance reviews

Competitive salary package

Company-provided desktop setup with备up

Job summary

Boomering inc is seeking a Mortgage Broker Assistant to support mortgage brokers and clients. Work from home or office, with a Monday to Friday schedule 7:00 am–4:00 pm PH Time. Salary starts at Php 45,000.00 monthly.

You will handle client communication, gather documents, prepare loan application packages, input data into processing systems, coordinate with lenders, and track applications through underwriting to approval, ensuring accuracy and timely submission.

Qualifications

• Degree in Business, Finance, Accounting, or related field preferred.
• Previous experience as a Mortgage Broker Assistant in the Australian mortgage industry is ideal.
• Experience in banking or administrative support is an advantage.
• 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.

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

English communication

Teamwork

Professionalism

Education

Bachelor degree in Business/Finance/Accounting or related field

Tools

Microsoft Office Suite (Word, Excel, Outlook)

Mortgage software

CRM systems

Job description

Boomering inc is seeking a Mortgage Broker Assistant to support mortgage brokers and clients. Work from home or office, with a Monday to Friday schedule 7:00 am–4:00 pm PH Time. Salary starts at Php 45,000.00 monthly.

You will handle client communication, gather documents, prepare loan application packages, input data into processing systems, coordinate with lenders, and track applications through underwriting to approval, ensuring accuracy and timely submission.