Degree in business, finance, accounting, IT, or related field (preferred).
Must have AU loan processing experience.
Must be located in Bacolod.
Proficient in Microsoft Office Suite; experience with mortgage software or CRM systems is an advantage.
Requirements:
Client communication and coordination: act as a point of contact, answer inquiries, provide updates, schedule appointments, and collect documentation.
Document preparation and organization: prepare mortgage application packages, ensure complete/accurate documents (income verification, credit reports, property information); maintain digital filing.
Administrative support and data entry: process client information in mortgage processing systems, prepare forms and documentation, coordinate with lenders/underwriters.
Loan processing support: monitor applications through underwriting/approval, follow up for additional documents, order pricing/valuations, and ensure timely submissions.
Job description
Position Title: Mortgage Broker Assistant Work Set-up: Work from Home/Work from Office Schedule: Monday – Friday, 7:00 am – 4:00 pm PH Time Salary: Starts at Php 45,000
Join our client's extraordinary team of highly skilled professionals, where expertise meets efficiency in the realm of administrative support. With a wealth of experience in mortgage broker processes and proficiency in industry-standard software, they are dedicated to delivering unparalleled support, ensuring seamless operations and success in every endeavor. Take the next step in your career journey with us and become an integral part of a dynamic company committed to excellence.
JOB DESCRIPTION FOR MORTGAGE BROKER ASSISTANT
Your Responsibilities as a Mortgage Broker Assistant would be:
• Client Communication & Coordination: o Act as a point of contact for clients, answering basic inquiries and providing updates on application status. o Monitor emails and schedule and confirm appointments for clients and mortgage brokers. o Assist clients with gathering necessary documentation for loan applications. • Document Preparation & Organization: o Assist in preparing and organizing mortgage application packages and related documents. o Ensure all client documentation is complete and accurate, including income verification, credit reports, and property information. o Maintain organized filing systems (digital) for easy retrieval of documents. • Administrative Support: o Process and input client information into relevant mortgage processing systems. o Prepare forms, loan applications, and other documentation as required by mortgage brokers. o Coordinate with lenders, underwriters, and other stakeholders to facilitate timely processing of applications. • Loan Processing Support: o Help monitor and track the progress of loan applications through underwriting and approval stages. o Assist with the completion of any additional documentation or information requests. o Order pricing requests and valuations. Relates to application preparation and post settlement customer support. o Follow up with clients and lenders to ensure timely submission of necessary paperwork. • Database and Record Maintenance: o Ensure accurate and up-to-date client records are maintained within CRM systems. o Assist with the preparation of reports and documentation for compliance and audit purposes. • Other Duties as Assigned: o Provide general administrative support to the mortgage team, including filing, faxing, scanning, and email correspondence. o Assist with marketing and client outreach as directed by the mortgage broker.
Qualifications as a Mortgage Broker Assistant:
• Degree in business, finance, Accounting, IT or related field preferred. • Must have experience in AU Loan Processing. • Must be located in Bacolod • Previous experience in a mortgage, 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.
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 • 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 a 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: Starts at Php 45,000
