Mortgage Broking Assistant
Full-time
VBP
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
Vacancy posted 8 days ago
Similar jobs that could be interesting for youBased on the Mortgage Broking Assistant in Cebu City vacancy
- ...with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026. Overview of the Role The Senior Mortgage Broking Assistant supports the mortgage broking team by managing complex loan applications and ensuring a smooth and timely process from submission...
- ...Internal Title: Mortgage Broker Concierge Mortgage / Lending Industry Part-Time | Remote Monday to Friday | 10:00 AM – 3:... ...banking advisor, lending officer, credit analyst, underwriter assistant, or financial services sales experience Experience in relationship...Remote job
- ...Client Relationship & Appointment Coordinator to support a busy mortgage professional. This role focuses on nurturing existing client... ...support Prepare and maintain client records and databases Assist with reporting and tracking outreach activities Qualifi...Remote job
22000 - 35000 Php
...advancement ~ Stable, long-term remote engagement with a growing U.S. company The Role We're looking for a detail-oriented Assistant Community Manager based in the Philippines to support a Chicago-based Community Manager in the day-to-day operations of an HOA...- ...Overview of the Role A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality...
- ...Overview of the role The Senior Accounting Assistant plays a key role in supporting Australian-based accounting and finance team, providing advanced support in administrative tasks, client coordination, preparation and processing of financial data, and accounting and...
- ...information Escalate unusual, unclear, overdue, or higher-risk AP concerns for guidance Banking & Reconciliation Support Assist with banking tasks, bank reconciliation, and credit card reconciliation activities Prepare weekly banking reports to support...
- ...figure sign‑on bonus when you apply between April 1 and June 30, 2026. Overview of the Role The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation...
30000 - 50000 Php
...Position Overview: As an Executive Assistant, you will provide high-level administrative and operational support directly to the Managing Partner. This role requires strong organizational discipline, technical aptitude, and the ability to operate in a fast-paced, highly...- ...working days per week ~ Compensation: 16-23k Philippino peso per month + annual bonuses ~ Start Date: ASAP As a Virtual Assistant / Administrative Assistant, you will provide day-to-day support across multiple departments. Responsibilities may include, but are...
- ...We are seeking a detail-oriented Property Management Assistant with experience in lease administration , data entry , and Rent Manager . The ideal candidate will support daily property management operations by maintaining accurate records and assisting with lease...Remote job
- ...Overview of the role The Accounting Assistant plays a key role in supporting the firm’s long-term growth and capability building. This position is ideal for someone eager to develop into a high-performing accounting professional, gaining exposure to diverse clients...
- ...Overview of the role The Bookkeeping Assistant will work directly with the BAS coordinator to manage day-to-day bookkeeping needs, maintain accurate financial records in Xero, and assist with preparing and reviewing Business Activity Statements (BAS’). You will working...
- ...Business Administration, Finance, Accountancy, Banking, Commerce, Economics, or equivalent At least 2 years of sales experience in Mortgage, Auto, Personal Loans, or Credit Cards Knowledge of consumer lending products and credit processes Strong communication and...
- ...Finished at least 2 years in college without any back subjects Required Experience: ~ Minimum 2 years of BPO Team Lead or Assistant Manager experience under the Workforce Management function. Responsibilities: Develops, updates, and optimizes the...
- ...Job Title: Photo Editing Assistant (Adobe Bridge & Camera Raw) Job Overview We are looking for a detail-oriented Photo Editing Assistant to help cull large batches of photos, selecting only the best images, and perform basic photo adjustments using Adobe...Remote job
- Job Title: Legal & Bankruptcy Intake Specialist (Remote) About the Client: Our client is a reputable U.S.-based law firm with decades of experience supporting individuals through bankruptcy and Social Security disability cases. The firm is known for its commitment...Remote job
- ...MedSpecialized, Inc. is looking for a Remote Virtual Medical Assistant! About the Client: DrCatalyst DrCatalyst (DrC) is a remote healthcare staffing organization that has over 250 billable staff from the Philippines servicing healthcare companies throughout America...Remote job
- ...necessary or make incremental improvements Provide coaching and feedback to team members to enable them to improve their performance Assist new hires such that they are productive on the floor in the shortest possible time frame Handle escalations Provide inputs on...
20000 - 30000 Php
...MedSpecialized, Inc. is looking for a Bilingual Virtual Medical Assistant! About the Client: DrCatalyst DrCatalyst (DrC) is a healthcare staffing organization with over 250 billable staff from the Philippines supporting healthcare companies across the United States...- ...to bridge knowledge and capability gaps within the frontline , particularly for Paraplanners, Financial Planning Assistants, Mortgage Broking Assistants, and Accounting Assistant/Bookkeeping Assistant. Main duties include: Technical & Quality Assurance (...
600 - 1200 $
...1,200/month while working from home! We are hiring! Fusion Growth Partners is seeking a detail-oriented, tech-savvy Virtual Assistant with strong English communication skills (written and spoken) to join our team as a Listing Marketing Specialist. This role directly...- ...Job Title: Sales Assistant (Remote) Overview: The Sales Assistant is responsible for providing administrative, clerical, and customer support. Follows up with customers, completes orders, and processes sales leads. Responsibilities: Answers and transfers...Remote job
- Work Setup: Onsite (Cebu) Function: Operations Required Educational Attainment: At least 3 years in college (No back subjects). Preference: Allied Health Sciences or Medical-related courses. Required Experience: Minimum of 1 year of Team Lead experience...
- Supervises shift operations, ensuring service standards, dining readiness, and efficient guest handling. Supports manpower planning, coaching, and daily execution discipline.
- .... ABOUT US: OLIVIA Professional Solutions is a leading VA staffing agency specializing in training and providing virtual assistance to home care agencies across the United States. Our services range from recruitment, scheduling, intake coordination, and social...
60000 - 90000 Php
About Us We're Lift Accounting and Advisory - a team of fun-loving humans who happen to know a whole lot about tax, super, business strategy, and wealth creation. Our collective passion for helping businesses grow and individuals build lasting wealth is what brings...Remote job- edamama is the #1 e-commerce platform for parents in the Philippines! We first launched in May 2020 as a website. After a year in 2021 we finally launched our app. At edamama, we're passionate about making parenthood a smoother journey. That's why we developed an omnichannel...
- ...company specialized processing, compounding, and purifying basic industrial materials and oleochemicals. Position: Tank Operations Assistant Company Industry: Chemicals Manufacturing Work Location: Tupas, Cebu Work Schedule: Mon-Sat Salary: Negotiable Work Set Up:...
J-K Network Services
Cebu Citya month ago - QUALIFICATIONS: ~ Candidate must possess Bachelor's/College Degree in any field. ~ Required language(s): Filipino, English ~ 5 Year(s) of working experience in Retail Industry. ~ Required Skill(s): Excellent Organizational Skills, Leadership...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Mortgage Broking Assistant. Be the first to apply!
