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Mortgage Broker Virtual Assistant

extra holidays
Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor’s degree in relevant discipline, 2-3 years experience in banking or mortgage industry.

Key responsabilities:

  • Prepare loan applications for bank submission
  • Liaise with customers, banks, and stakeholders professionally
Boomering Inc logo
Boomering Inc Scaleup https://boomering.ph
201 - 500 Employees
See more Boomering Inc offers

Job description

Position Title: Mortgage Broker Virtual Assistant
Work Set-up: Work from Office/Hybrid/Work from Home
Salary: Php 40,000.00 – Php 45,000.00
Schedule: Monday – Friday, 6:00 AM - 3:00 PM PH Time (Subject to change during DST)

Join us as we help you develop your skills and experience while being with an amazing and motivated team! Our client is a successful leading Business Process Outsourcing Industry that provides dedicated remote staff and offshore staffing services with a smart choice when it comes to outsourcing staff in the Philippines. They offer loyal, motivated staff at a low cost and flexible solutions to suit any budget. They also provide businesses with platforms for growth, combining skilled resources with the best technology.

JOB DESCRIPTION FOR A MORTGAGE BROKER VIRTUAL ASSISTANT

Responsibilities as a Mortgage Broker Virtual Assistant:
• Preparing servicing calculations, calculating funds required for settlement, understanding the construction of loans, compliance documents, understanding banking policy and requirements.
• Pricing, packaging application for online submission to banks and apply online system.
• Put together loan applications ready for submission to the bank, this includes detailed loan servicing calculations.
• End-to-end processing for all loans until settlement.
• Liaise with customers via phone or email to collect details and documents for loan assessment.
• Liaise with stakeholders (e.g. Banks, Lenders, Key Stakeholders such as the business manager and director)
• Respond to all enquiries professionally, accurately and in a timely manner.
• Provide relevant stakeholders as appropriate, with timely and periodic updates
• regarding loan applications, by email and other accessible means of communication.
• Working with mortgage management systems
• Provide support with other administrative function.
• Be a point of contact for loan enquiries both online and over the phone.
• Provide lending support as required including assisting clients, gathering renewal information, application process.


Qualifications as a Mortgage Broker Virtual Assistant:

• Bachelor’s Degree in Marketing, Business Administration, or relevant discipline.
• Any 4-year course or degree with proven 2 years’ experience as Mortgage Broker Virtual assistant.
• A minimum of 2-3 years proven experience in the banking or mortgage broking industry
• Strong numerical and analytical skills
• Have excellent communication skills both written and verbal.
• Excellent computer skills, particularly in Excel and the whole MS Office suite
• Have a high standard of customer service.
• Strong attention to detail and high accuracy
• A positive, enthusiastic team player mentality with a strong work ethic
• A proactive, "go-getter" attitude, capable of thriving in a fast-paced environment, meeting tight deadlines, and working well under pressure
• Familiarity with current technologies, like desktop sharing, cloud services and VoIP
• Experience with word-processing software and spreadsheets (e.g., MS Office)
• Experience using MY CRM


Other Key Responsibilities:
• Prepare and maintain customer spreadsheets and online records
• Send birthday emails to clients to enhance customer engagement
• Organize and manage the manager's calendar, including scheduling meetings and maintaining the diary
• Communicate with clients to address any conditions that need to be met before proceeding to the unconditional stage
• Provide top-level executives with high-quality administrative and clerical assistance
• Conduct market research and communicate with clients to ensure any necessary conditions are addressed before moving to the unconditional stage


Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-life balance meets a commitment to foster growth.

• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• Free pre-employment Medical Assessment (T&C apply)
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays

About Boomering:

Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.

Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.

Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.

Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Salary: Php 40,000.00 – Php 45,000.00

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Time Management
  • Teamwork
  • Problem Solving

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