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Mortgage Broking Assistant | Dayshift + Weekends Off

1 Year or Less
Open to Work From Home
With Business Certificates
Established in 2006
501-1000 Employees
Level 2 Mango Square Building, General Maxilom Avenue, Kamputhaw, Cebu City, Cebu
Total vacancies for this job title: 10
Posted On: August 18, 2021
Job ID: 385375

Details

VBP is looking for MORTGAGE BROKING ASSISTANTS!

 

Work for a Great Place to Work Certified company in the Philippines. WFH training and equipment will be provided.
 

The Core financial planning skills that are required are:

  • Excellent report writing skills

  • High attention to detail with your work

  • Ability to analyze data and run scenarios

  • Good understanding of compliance issues

  • Above-average time management skills

  • Understanding of Word and Excel software

We are looking for a number of the brightest and talented people to first undergo an intensive training and education program. You will be required to gain a formal Australian accreditation. 
 

WHAT YOU NEED TO BRING TO THE TABLE:

  • Graduate of Accountancy, Business Administration - Major in Mgt Acctg, Management, Finance, and other related courses 

  • Proficient use of MS Outlook, Excel, Word, and PowerPoint 

  • Previous experience with accounting, finance, or banking 

  • Previous experience with Mortgage Broking software (nice to have) 

  • Understand diverse banking sectors, asset finance, cash flow lending, debtor finance, and the property is an advantage 

  • Understanding of credit and lending 

  • Understanding of the end to end lending process (application - credit - settlement)

  • Excellent written and verbal communication skills 

  • Ability to self-manage and show initiative to drive results 

  • Flexibility; ability to multi-task, adapt to changing priorities, and prioritize projects

  • Excellent interpersonal skills

MAIN DUTIES AND RESPONSIBILITIES:

  • Closing files providing compliance checks of files, ensuring all items are on file, and follow up missing Data

  • Data entry into Mortgage Broking software

  • Getting client information accurate post loan implementation

  • Monitoring team inboxes and distributing email

  • Ensuring loan product providers are kept up to date with our contact information

  • Following up outstanding loan information from banks

  • Seeking updates on loan deals from banks

  • Loan Review Health Checks

  • Checking business sales numbers in Mortgage Broking Software to report at weekly/monthly meeting

NON-NEGOTIABLE REQUIREMENTS:

  • Wifi connection of at least 10 Mbps

  • Residence within Metro Cebu and neighbouring cities preferred

ENJOY THESE PERKS AND MORE!

  • 2 weeks Christmas vacation

  • Fixed Schedule of Mon-Fri from 7 AM to 4 PM

  • 25 days leave credit per year (prorated)

  • 450K HMO coverage

  • 25K Educational Assistance

  • Optical Benefits

  • Incremental increases within the year

  • 5K Referral program

  • 3K Bereavement assistance

  • Electricity & Data subsidy (during work from home set-up)

  • Solid professional & development training programs

  • Competitive compensation package

  • Relaxed dress code

  • Emergency onsite childcare

  • Standard employment benefits

  • Interest-free company loans

  • Great clients and a wonderful team

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