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Mortgage Broker Assistant Morning Shift

₱ 35,000.00 monthly ·  Pampanga, Central Luzon ·  2 December (updated)

Cloudstaff

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    Description



  • Job Description:

    Collate all applicant documentation to ensure the application meets established time frames

    Gathering any other supporting documents for loans

    Order property valuations

    Prepare loan lodgements

    Prepare RP data searches and property reports

    Perform data validations

    Run files through your compliance checklist

    Verify potentially fraudulent items such as conflicting addresses and flag them back to the broker

    Research lender offerings and prepare product comparison grids

    Chase lenders for status updates keeping the broker and applicant informed every step of the way

    Chase for valuation status updates (Valex & VMS)

    Administration and fielding calls from your applicants

    Prepare post-settlement activities

    Book your appointments and manage calendars and travel schedule

    Key all information into broker CRM, keeping your records up to date

    Essential Skills:

    At least 1 year experience using Podium and Salesforce

    Well experienced with using a lender service calculator

    2 years experience in Mortgage Broking and in discussing customers’ mortgager equirements

    Preferably with experience in similar roles at a residential mortgage lending institution.

    Ability to assess complex loan applications, including analysis of financial statements

    Must be highly computer literate on Excel, Word, and Web-based processing systems.

    Must display an exceptional phone manner and both verbal and written communication skills.

    Experience working for an Australian Mortgage Broker is a must

  • Requirements

  • Years of experience: 2
  • Language(s): Tagalog
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Mortgage Broker Assistant

  • Pampanga, Central Luzon

  • Company

    Cloudstaff
  • Work type

    Permanent contract

  • Salary

    ₱ 35,000.00 monthly

  • Apply