232 Loan Assistant jobs in the Philippines

Job is to assist the relationship officer or account officer in managing commercial loan customers. Job entails direct communications with customers and at the same time to different operating units of the Bank and Branches.

Company Description

Boomering is dedicated to enriching client and staff lives through simple and smart offshoring. We help clients around the world build remote offshore teams to maximize operations and reduce expenses. Our team of innovative problem solvers work with core values to foster exponential growth for clients and staff alike. We adapt to client needs and aim to become a true extension of your brand, focusing on stable and consistent growth through proactive management.

Role Description

This is a full-time on-site role for an AU Loan Assistant / Mortgage Broker Assistant / Parabroker at Boomering Careers located in Angeles. The role involves handling loan documents, communicating with clients, underwriting, and loan processing on a daily basis to support the loan operations.

Qualifications

• Loan Documents and Loans handling
• Communication skills
• Underwriting and Loan Processing experience
• Strong attention to detail
• Ability to work in a fast-paced environment
• Knowledge of mortgage industry regulations
• Excellent customer service skills
• Bachelor's degree in Finance, Business, or related field

Looking to take your career to the next level? Then this role is for you

Join Outsourcey and be part of our mission to revolutionize global talent expansion We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together

Profile Requirements:

• Min Two years' experience within an administrative role or similar
• A high attention to details, particularly while completing data entry
• Solid communications skills, both verbal and written
• An ability to work in a team environment whilst also being able to work autonomously as needed
• An ability to solve problems — working through the best possible outcomes for the customer at all times
• Confidence in working under pressure and prioritizing work as needed
• Comfortable managing tasks and seeing through to completion
• Prior experience in the mortgage industry well regarded
• Enthusiasm and interest in mortgage credit assessment

Core responsibilities:

• Manage new applications and valuations sent in - including completing data entry within relevant systems
• Organize and order valuation quotes and reports
• Conduct constant follow ups with providers to achieve positive customer experiences
• Perform searches and verify information in line with company guidelines
• Develop strong relationships with third-party introduces and ensure that service levels are consistently met
• Work with, and support the Credit team, responding to any queries in a timely fashion
• Liaise with external stakeholders (e.g., valuers, solicitors) as required

Benefits:  Competitive salary Opportunity to shape the HR function of a rapidly growing BPO.  Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together

Looking to take your career to the next level? Then this role is for you

Join Outsourcey and be part of our mission to revolutionize global talent expansion We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together

Profile Requirements:

• Min Two years' experience within an administrative role or similar
• A high attention to details, particularly while completing data entry
• Solid communications skills, both verbal and written
• An ability to work in a team environment whilst also being able to work autonomously as needed
• An ability to solve problems — working through the best possible outcomes for
• the customer at all times
• Confidence in working under pressure and prioritizing work as needed
• Comfortable managing tasks and seeing through to completion
• Prior experience in the mortgage industry well regarded
• Enthusiasm and interest in mortgage credit assessment

Core responsibilities:

• Manage new applications and valuations sent in - including completing data entry within relevant systems
• Organize and order valuation quotes and reports
• Conduct constant follow ups with providers to achieve positive customer
• experiences
• Perform searches and verify information in line with company guidelines
• Develop strong relationships with third-party introduces and ensure that service
• levels are consistently met
• Work with, and support the Credit team, responding to any queries in a timely fashion
• Liaise with external stakeholders (e.g., valuers, solicitors) as required

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together

Job Type: Permanent

Pay: Up to Php35,000.00 per month

Benefits:

• Health insurance
• Life insurance

Experience:

• Loan Administration: 2 years (Required)
• Customer Service: 2 years (Required)
• Data entry: 2 years (Required)

Work Location: In person

You will be required to assist in all aspects of the mortgage broking and lending administration processes, which may at times extend beyond the duties listed below.

Managing the day-to-day loan process, such as following up to chase outstanding documentation, packaging loans, and liaising with lenders to efficiently support your clients processes.

This will require you to order valuations and credit reports and manage any requests for further information from the lender while keeping your client fully informed.

Other responsibilities include but are not limited to:

• Prepare servicing calculators
• Package loans from inception to settlement
• CRM data entry and accurate record keeping
• Prepare discharge authority, FHOG, and FHLGS forms
• Submit pricing requests and lodge files via ApplyOnline
• Manage and upload supporting documents through aggregator platform
• Send post-settlement info to clients
• Conduct post-settlement follow-ups every 6 or 12 months
• Prepare NCCP and lender application documents

You will be fully trained in the specific requirements, and you will be responsible to prioritise your daily workload.

We always encourage continuous improvement and team development, improving internal tasks and procedures, client communication, and ensuring a high level of product and lender policy knowledge.

Requirements:

• Higher education degree preferred
• ApplyOnline experience is essential
• 3+ years in Australian lending or mortgage industry
• Experience with aggregator software (Flex, Infinity; MBS preferred but not required)
• Knowledge of Australian lender policies and ability to stay updated
• Experience with major Australian bank lenders highly regarded
• Honest, reliable, and hardworking
• Strong problem-solving, analytical, and mathematical skills
• Ability to think creatively and resolve issues effectively
• Excellent written and verbal communication skills; comfortable interacting with clients via email and phone

Only shortlisted candidates will be contacted

Looking to take your career to the next level? Then this role is for you

Join Outsourcey and be part of our mission to revolutionize global talent expansion We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together

Profile Requirements:

• Min Two years' experience within an administrative role or similar
• A high attention to details, particularly while completing data entry
• Solid communications skills, both verbal and written
• An ability to work in a team environment whilst also being able to work autonomously as needed
• An ability to solve problems — working through the best possible outcomes for
• the customer at all times
• Confidence in working under pressure and prioritizing work as needed
• Comfortable managing tasks and seeing through to completion
• Prior experience in the mortgage industry well regarded
• Enthusiasm and interest in mortgage credit assessment

Core responsibilities:

• Manage new applications and valuations sent in - including completing data entry within relevant systems
• Organize and order valuation quotes and reports
• Conduct constant follow ups with providers to achieve positive customer
• experiences
• Perform searches and verify information in line with company guidelines
• Develop strong relationships with third-party introduces and ensure that service
• levels are consistently met
• Work with, and support the Credit team, responding to any queries in a timely fashion
• Liaise with external stakeholders (e.g., valuers, solicitors) as required

Benefits:
Competitive salary Opportunity to shape the HR function of a rapidly growing BPO.
Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together

Key Responsibilities:

• Loan and Document Management:Accurately uploading and organizing all legal documents and data related to new deals and amendments. This includes tasks such as uploading new loan agreements, historical amendments, and associated closing documents into the loan operations platform.
• Transaction and Portfolio Administration:Completing the day-to-day administrative tasks for the loan portfolio. Examples include booking new deals, processing transaction history, handling payments and interest accruals, and inputting drawdown notices and payoffs.
• Compliance and Covenant Tracking: Monitoring key borrower obligations by inputting data and documents provided by clients. This involves tracking financial and affirmative covenants and ensuring borrowers /lenders are notified of timing for required reports or documents.
• Data and Reporting:Generating and maintaining accurate data within the platform to support the onshore team's analysis. This includes preparing bespoke data exports and reports for internal review and for the onshore team to use in client-facing materials.
• Client Request Fulfillment:Handling basic and recurring requests from clients for data or specific information from their portfolio. This includes providing copies of documents, historical transaction summaries, and standard reporting.
• Knowledge Base Management: Contributing to and maintaining the internal knowledge base with common requests, solutions, and best practices observed during daily tasks.

Qualifications and requirements:

• A bachelor's degree in finance, business, or a related field is often required, though some positions may start with relevant work experience.
• 1-5 years related work experience.
• Proficiency with loan processing software, financial databases, and other relevant technology.
• High degree of accuracy is crucial for managing sensitive financial data and documentation.

Redefining mortgage support with service that goes beyond rates

Our client has built a reputation in the financial services industry for turning complex mortgages into smooth transactions. With strong lender partnerships and seasoned consultants, they ensure every application moves from underwriting to closing with speed and accuracy. Unlike big banks that rely on rigid programs, they customize solutions that truly fit each borrower's financial picture. Their winning formula-expert guidance, honest service, and proven results-has earned 5-star reviews and set them apart as a trusted name in mortgage success.

What You'll Do

Be part of our client's team as a Loan Officer Assistant. You will handle loan documentation, maintain data accuracy, and coordinate with key stakeholders to support smooth loan processing. Your role is vital in ensuring compliance, meeting deadlines, and helping clients achieve their financial goals.

Career Snapshot

Employment type: Full-time

Shift: Night shift

Work setup: Permanent work-from-home

Perks and Rewards

• Day 1 HMO coverage with free dependent
• Competitive salary package
• Night differential pay to maximize your earnings
• Permanent WFH arrangement
• Prime office location in Makati (easy access to MRT stations, restaurants, and banks)
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• 20 annual leaves, with 5 convertible to cash
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

What You'll Need to Succeed

• Bachelor's degree in Business, Finance, or related field preferred (or equivalent experience)
• 2-3 years of experience in mortgage brokerage or financial services (loan processing or origination support is a plus)
• Familiarity with loan origination systems (Encompass, Calyx, or similar) is desirable
• Strong organizational skills with attention to detail and accuracy
• Excellent communication and customer service skills, both verbal and written
• Ability to manage multiple files, prioritize tasks, and meet deadlines in a fast-paced environment
• Proficiency in Microsoft Office Suite and CRM tools

Key Attributes

• Client-focused and service-oriented mindset
• High integrity and commitment to confidentiality
• Proactive, resourceful, and solutions-driven
• Ability to work collaboratively within a team and independently

What You'll Take On Every Day

• Collect, verify, and organize borrower documentation (income statements, credit reports, bank statements, etc.)
• Prepare and review loan applications for completeness before submission
• Input and maintain accurate data in the loan origination system (LOS) and CRM
• Coordinate and follow up with appraisers, title companies, and insurance providers
• Track loan file progress and ensure compliance requirements and deadlines are met
• Draft and send communications to clients, partners, and internal teams on behalf of the Loan Officer
• Assist with pipeline management, reporting, file status checks, and escalation of urgent issues
• Provide administrative support such as scheduling appointments, preparing reports, and maintaining client records

Welcome to Emapta Philippines

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. Work with global clients across industries, supported by a stable foundation and like-minded professionals passionate about making an impact. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra