Mortgage Broking Assistant

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  • Cebu City, Cebu
  • Permanent
  • Full-time
  • 3 days ago
  • Apply easily
Overview of the Role
The 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:
  • 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
  • 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
  • Handles broker management and support
  • In-charge in post settlement customer care
  • Maintaining database system i.e. updating client information
Requirements
  • Bachelor's degree in Business Administration, majoring in Accountancy, Management, Finance, or other related fields.
  • Open to fresh graduates
  • Preferably has experience in using MyCRM, ApplyOnline, or similar CRM systems.
  • Strong knowledge of MS Outlook, Excel, Word, and PowerPoint.
  • Understanding of diverse banking sectors, including asset finance, cash flow lending, debtor finance, and property finance (preferred).
  • Ability to manage loans efficiently from submission through to settlement.
  • Excellent written and verbal communication skills.
  • High attention to detail to ensure a seamless client experience.
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

VBP