About this Mortgage Broking Assistant role at VBP
VBP · Cebu City, Cebu, Philippines
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
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