Senior Mortgage Broking Assistant at VBP

City of Cebu, Cebu, Philippines -

Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

0.0

Posted On

09 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Broker Management, Client Liaison, Document Preparation, Loan Processing, Application Submission, Credit Analysis, Communication Skills, Database Management, Administrative Duties, Accounting Knowledge, Finance Knowledge, Banking Experience, CRM Knowledge, Mortgage Broking, ApplyOnline Experience, Lender Portal Knowledge

Industry

Financial Services

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 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 sectors, 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 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

Responsibilities

The Senior Mortgage Broking Assistant manages loan applications from initial document preparation to post-settlement functions. This includes liaising with clients and stakeholders to ensure an efficient loan process.