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Senior Mortgage Broking Assistant
VBP
Cebu City, Cebu, Philippines / Cagayan De Oro City, Misamis Oriental, PhilippinesOn-site6mo ago
- Employment
- Full-time
- Seniority
- Senior
About the role
Take the next step in your career and be rewarded 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 to settlement. This role involves mentoring junior assistants, liaising with clients and lenders, and providing high-level administrative support.
Main duties include:
- Coordinate and manage complex loan applications, including document preparation and submission.
- Provide guidance and mentorship to junior mortgage broking assistants.
- Maintain communication with clients, lenders, settlement agents, and other stakeholders to ensure a seamless loan process.
- Manage post-settlement client care and follow-ups.
- Ensure compliance with relevant banking and lending regulations.
- Update and maintain CRM databases and other record-keeping systems.
- Assist with process improvements to enhance operational efficiency and client satisfaction.
Requirements
- Bachelor’s degree in Business, Finance, Accounting or related field.
- Proven experience in mortgage broking or a related financial services role, with at least 3 years in a similar position.
- Demonstrated ability to manage complex mortgage applications from start to finish.
- Strong leadership skills with experience mentoring junior staff.
- Excellent communication and interpersonal skills.
- High level of attention to detail and ability to work under pressure to meet deadlines.
- Proficiency with CRM systems such as MyCRM, ApplyOnline, or similar.
- Knowledge of various lending products including asset finance, cash flow lending, debtor finance, and property finance is preferred.
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
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