Senior Mortgage Broking Assistant

Virtual Business Partners Pty. Ltd.; Cebu City; On-site; PHP 300,000 - 600,000; Full time

Benefits offered by this job

Salary increments every 6 and 12 months

500K HMO coverage plus dental and optical benefits

Career growth opportunities

2-week paid Christmas vacation

25K Educational Assistance

Referral bonuses

Leave encashments

Company savings plan

Fixed schedule Mon-Fri 7 AM–4 PM

Job summary

A financial services firm in Cebu City is seeking a Senior Mortgage Broking Assistant to oversee loan applications from document preparation to post-settlement. This role demands excellent communication and multi-tasking skills, with a background in business administration or related fields. Benefits include salary increments, HMO coverage, educational assistance, and a structured work schedule from Monday to Friday. Join our team to drive results and enhance your career in the financial sector.

Qualifications

• Graduate of Business Administration or related course.
• Proficient use of MS Office Suite.
• Previous experience in accounting, finance or banking is required.
• Familiarity with Mortgage broking CRM and lender portals helpful.
• Understanding of end-to-end lending processes is an advantage.
• Excellent written and verbal communication is essential.

Responsibilities

• Manage loan applications through to post-settlement.
• Liaise with clients and stakeholders during the loan process.
• Communicate effectively with all parties involved in transactions.
• Track progress and provide updates to clients and partners.
• Maintain client records and perform general admin duties.

Skills

Excellent written and verbal communication skills

Ability to self-manage

Flexibility; ability to multi-task

Excellent interpersonal skills

Interpersonal skills

Education

Graduate of Business Administration - Major in Accountancy, Management, Financing

Tools

MS Outlook

MS Excel

Mortgage broking CRM (MyCRM)

ApplyOnline

MyCRM

ApplyOnline

Macquirie

Job description

Overview of the Role

The Senior Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process.

Main duties include

• Broker management and support
• Liaise with internal and external stakeholders on a regular basis
• Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
• Submit loans and processing approvals through to settlement
• Analysing Lender, Credit and Application submission requirements
• Packaging and submitting fully completed loan applications to lenders.
• Tracking the progress of loan applications through to settlement
• Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents.
• Keeping the client and business partners updated throughout the loan process
• Post Settlement Customer Care
• Maintaining database system i.e. updating client information
• General administrative duties

Qualifications

• Graduate of Business Administration - Major in Accountancy, Management, Financing and other related courses
• Proficient use of MS Outlook, Excel, Word and PowerPoint
• Previous experience with accounting, finance or banking
• Previous experience on Platform Plus (nice to have)
• Understand diverse banking sections, asset finance, cash flow lending, debtor finance and property is an advantage
• Understanding of business lending
• Knowledge in using Mortgage broking CRM preferably , MyCRM,
• Experience in ApplyOnline
• Knowledge in Australian lender portals - Macquirie
• Understanding of the end to end lending process (application - credit - settlement)
• Excellent written and verbal communication skills
• Ability to self-manage and show initiative to drive results
• Flexibility; ability to multi-task, adapt to changing priorities and prioritize projects
• Excellent interpersonal skills

Benefits

• Salary increments on the 6th and 12th months, with annual performance appraisals
• 500K per incident HMO coverage + Dental & Optical benefits
• Career growth opportunities
• 2-week paid Christmas vacation
• 25K Educational Assistance
• Referral bonuses
• Leave encashments
• Company savings plan
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM