Mortgage Advisor - Loans Processing

Lamudi is seeking a Mortgage Advisor - Loans Processing to join the team in Makati City. This position suits an experienced mortgage or financial professional looking to move from traditional banking to a technology-driven company. Role overview This role centers on guiding clients through the home loan process. The Mortgage Advisor acts as a consultant, usi…

Overview of CSE Settlement Function:Document Management: Efficiently gather, assess, and authenticate all pertinent documents from clients, brokers, and lenders to ensure all criteria and outstanding conditions are met within specified timelines.Loan Finalization Support: Collaborate in the preparation, coordination, and execution of lender documentation and contracts crucial for closing home loan applications.Discharge & Issue Resolution: Oversee the discharge process, addressing and resolving application issues prior to settlement to prevent delays.Pipeline Oversight: Diligently monitor and manage settlements in your pipeline, ensuring proactive follow-ups and transparent communication with stakeholders.System Documentation: Maintain precise and comprehensive case notes in Salesforce to guarantee complete visibility and continuity across the team.Compliance & Best Practices: Stay updated on changes to the settlement process, industry guidelines, and internal policies to ensure adherence to best practices.Client Communication: Address client inquiries and concerns regarding settlement and closing, providing clear, supportive, and timely assistance.Complex Issue Handling: Skillfully navigate and assist in resolving complex issues, including those related to property titles and liens.Stakeholder Relationship Management: Cultivate strong collaborative relationships with internal teams and external partners to ensure seamless client experiences.Judgment & Escalation: Exercise sound judgment in managing client files, escalating issues promptly when risks or complications arise.

Job Description:As a dedicated Mortgage Specialist at Lamudi, you will be the key point of contact responsible for fostering and enhancing relationships with our partner banks in the home loan sector. This pivotal role encompasses all facets of bank partnership management, including pitching, negotiations, operational coordination, performance tracking, and uncovering opportunities to strengthen collaboration.Your role as the sole Mortgage Specialist focusing on bank partnerships is critical and impactful. You will serve as the primary liaison between Lamudi and our partner banks, ensuring robust engagement, seamless operational alignment, and sustained growth in loan volume and partnership performance.

Job Description:As the Channel Sales Officer for House Loans, you will be the primary contact responsible for nurturing and expanding relationships with our banking partners in the home loan market. This vital role encompasses all facets of bank partnership management, including pitching innovative solutions, negotiating terms, coordinating operations, monitoring performance, and identifying strategic opportunities to enhance collaboration.Your position is pivotal, as you will be the sole Account Manager dedicated to these partnerships, ensuring robust engagement, seamless operational alignment, and continuous growth in both loan volume and partnership success.

SGS is seeking a highly capable MDM Process Integration Lead to join our dynamic team in Makati City. In this pivotal role, you will spearhead the integration of Master Data Management (MDM) processes, ensuring alignment with corporate strategies and operational excellence. Your expertise in data governance, process optimization, and stakeholder engagement will be essential in driving successful project outcomes.

Angkas works to empower bikers in the Philippines, helping them support their families and communities. The Biker Payment Processing Associate plays a key role in this mission by handling payment transactions and supporting onboarding activities. What you will do Collect and process payments from bikers during onboarding, handling cash, bank, and digital transactions. Record all transactions accurately in the tracking system, ensuring daily collections are complete and correct. Assist with payment requirements during onboarding, including offsite events. Follow company policies and procedures at all times. Work to meet or exceed targets and objectives set by your supervisor. Take on other assigned tasks and projects as needed. Location This position is based in Makati City, Metro Manila, Philippines.

Join SGS as we embark on a transformative journey towards a global ERP system. The R2R Business Analyst will be instrumental in enhancing our Record-to-Report (R2R) and financial processes during this transition. While we shift to a unified Oracle Fusion Cloud platform, our Oracle E-Business Suite 12.2 remains critical for finance operations across various regions.In this pivotal role, you will focus on the support, maintenance, and enhancement of R2R processes within Oracle EBS 12.2. You will engage with key modules including GL, Fixed Assets, Cash Management, and Subledger Accounting to ensure data accuracy, process reliability, and continuous improvement. Proven hands-on experience with EBS 12.2 and a deep understanding of financial workflows are essential.Collaboration is key; you will work closely with finance stakeholders and technical teams to gather requirements, troubleshoot issues, and provide high-quality functional support. Our global, project-driven environment demands excellent analytical skills, effective communication, and the ability to navigate cross-functional and regional challenges.Key Responsibilities:Serve as the functional expert for Oracle E-Business Suite (EBS) 12.2 R2R modules (GL, Fixed Assets, Cash Management, Subledger Accounting).Facilitate daily operations, address issues, and drive enhancements within the EBS R2R framework.Collaborate with business stakeholders to gather requirements and convert them into functional designs.Lead workshops, process walkthroughs, and root-cause analyses for incidents and change requests.Document functional specifications, process flows, configuration changes, and test scenarios.Coordinate and execute system testing, including integration testing and user acceptance testing (UAT).Work in tandem with finance teams, Group Control, and local entities to assure accurate financial processes and reporting.Engage with internal IT and external partners to maintain stable and scalable EBS solutions.Assist in data analysis, reconciliations, month-end activities, and adherence to internal controls.Contribute to transition planning as modules or regions gradually migrate from EBS to the new ERP platform.

RISE is dedicated to transforming the digital landscape of the Philippines by enhancing internet connectivity and delivering exceptional support to our business and wholesale partners. Our initiatives, including GetaFIX and Open Access Network, set the standard for reliable and swift installation services. We foster a culture of transparency and accountability, encouraging our team members to surpass expectations and collaborate in advancing the nation’s digital framework.As the Customer Experience (CX) Manager, you will be a crucial strategic partner in bridging customer insights with organizational transformation. You will lead the comprehensive design and implementation of both relational and transactional Net Promoter Score (NPS) programs. This role involves close collaboration with various department heads to translate qualitative feedback into impactful Service Improvement Plans (SIPs), aimed at minimizing customer friction and enhancing overall business performance.