mortgage broking AssistantVBP

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

Cebu City, Cebu
Permanent
Full-time