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Mortgage Executive Assistant - Temporarily WFH while on MECQ

Temporarily WFH while on MECQ

Pampanga, Central Luzon ·  31 July (updated)

YourVirtualPeople, Inc.

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  • Description



  • Requirements

    • A graduate of Bachelor of Accounting or any related course

    • At least 2-3 years of Mortgage/ Home loans or related experience

    • Excellent English written and verbal communication skills

    • Exceptional attention to detail

    • Willingness to learn, show initiative and be a positive “team player”

    • Ability to build relationships with clients

    • Positive and happy attitude

    • Highest standard of ethics, confidentiality and professionalism

    • Excellent time management skills

    • Intermediate or advanced level of skills in Microsoft Applications and a good typing speed

    • Can work with less supervision

    Job Description:

    Administrative Tasks

    Clerical work:

    • Answering calls and liaising with clients competently

    • Conducting research

    • Preparing presentations

    Data Entry Tasks

    Apply Online Data Entry:

    • Ensure supporting and compliance documents are completed on time.

    • Advise broker to review the drafted data entry and submit the application in Apply Online.

    • Promptly and accurately input customer and loan details into Apply Online system and resolve validation errors.

    • Upload supporting documents in Apply Online (If Apply Online is unavailable, send it thru Prime or Gmail)

    Accounting/ Broker Support Tasks

    Loan Packaging and Submission:

    • Setup loan application and attach supporting documents into Prime and Discovery.

    • Gather and validate supporting information eg. Payslips, identification, and bank statements.

    • Preparation of compliance documents, Lender forms, etc.

    • Chase missing or incomplete documents.

    • Raise pricing requests from the lender.

    • Arrange property valuations on behalf of the Broker.

    • Complete signed application form and any other lender required documentation.

    Loans Processing:

    • Maintenance of loan tracking and status in Prime (client preference).

    • Collaborate with Brokers and Clients to obtain any additional information requirements to enable follow through to Unconditional Approval.

    • Provide feedback with valuer, lender, and mortgage solicitor with any request and/or progress of application.

    • Liaise with the clients to sign the loan documents upon submission to the lender.

    • Make sure that documents are signed and returned to Lending institutions in a timely manner to ensure on time settlements.

    • Endorse confirmation of formal approval to broker, client and solicitor (as instructed).

    • Liaise with outgoing lender for the Discharge Form.

    • Coordinate with lender and solicitor for settlement booking.

    • Finalise settlement checklist tasks on Prime including updating client’s new address.

    • Compose settlement advice email for the client.

    • Finalise checks on file to make sure all cleared in Discovery.

    Post Settlement Task

    • Client Retention Activities:

    • Create customer communication profile.

    • Schedule anniversary call for the broker.

    • Schedule 3-month, 6-month and Interest Only rolling task in Dynamics.

    • Other CRM database tasks.

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 2
  • Language(s): English
  • Knowledge: Microsoft Excel
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Mortgage Executive Assistant

  • Pampanga, Central Luzon

  • Company

    YourVirtualPeople, Inc.
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply