Mortgage Broking Assistant (For Pooling)

Finance - Banking/Financial Services Cebu, Philippines

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Description

Join us at one of the organizations recognized as a Great Place to Work® in the Philippines. Submit your application today and embark on an exciting journey! 

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:  
  • Broker management and support 
  • Liaise with internal and external stakeholders on a regular basis
  • Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
  • Interview clients, submit loans and processing approvals through to settlement  
  • Analysing Lender, Credit and Application submission requirements
  • Packaging and submitting fully completed loan applications to lenders.
  • 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
  • Post Settlement Customer Care
  • Preparation of daily, weekly, monthly reports
  • Maintaining database system, i.e. updating client information
  • General administrative duties 

Successful applicants should:

  • Bachelor's degree in Business Administration, majoring in Accountancy, Management, Finance, or other related fields.
  • Proficient use of MS Outlook, Excel, Word and PowerPoint 
  • Previous experience with accounting, finance or banking 
  • Previous experience on Platform Plus (nice to have)
  • Understand diverse banking sectors, asset finance, cash flow lending, debtor finance and property is an advantage 
  • Understanding of business lending

Non-negotiable requirements 

  • Internet Connection of at least 15 Mbps 
  • Residence within Cebu 
Benefits you and your family can enjoy:  
  • 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  

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