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Experience Level
Mid to Senior
Qualifications
Minimum of 2 years of experience in a similar role within the mortgage or finance industry; familiarity with mortgage assessment processes is essential. Thorough understanding of financial transactions related to the home loan or commercial real estate sectors. Strong interpersonal and communication skills. Outstanding customer service and problem-solving abilities, with a proactive approach to coordinating with multiple stakeholders and escalating issues internally as needed. Self-motivated professional with excellent time management capabilities. Tech-savvy with the ability to communicate effectively within a virtual environment. Must reside in the Greater Manila Area (Metro Manila plus neighboring provinces).
About the job
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.
About Lendi Group
Lendi Group stands as a pioneering digital platform business dedicated to transforming the entire property journey. It operates Lendi—Australia’s original and top digital mortgage brand—and the renowned Aussie franchise. Supported by an advanced AI-driven proprietary platform, a nationwide network of 1,300 brokers, and 230 retail stores, Lendi Group empowers customers at each step of their property journey to confidently find, buy, and own properties. With a loan book exceeding $100 billion, Lendi Group has been recognized as Australia’s Aggregator of the Year for 2024.Why Join Us?Innovation at Our Core: We challenge conventional thinking and push boundaries to craft superior solutions. Work with the Best: Collaborate with some of the brightest minds in fintech, financial services, and strategic development.
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.
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