365 Mortgage Advisor jobs in the Philippines

BDO is a full-service universal bank that provides a complete array of industry leading products and services to the retail and corporate markets including Lending (corporate, middle market, SME, and consumer), Deposit-taking, Foreign Exchange, Brokering, Trust and Investments, Credit Cards, Corporate Cash Management and Remittances.

The
Account Officer for Home Loans
is responsible for:

• Overseeing the overall relationship of the Bank with the client and generate business from existing and prospect accounts
• Achieving loan volume targets while maintaining profitability, sound credit quality and good customer service

Qualifications:

• Graduate of a four-year or five-year course / Bachelor's Degree Holder
• With at least 2 years' experience as Account Officer for home loans gained from a bank, financial institution or real estate and home financing firms
• With direct experience on loan packaging
• People oriented with good communication skills
• Must be willing to travel and do fieldwork (whenever needed)

Must be willing to be assigned in Angeles, Pampanga.

About Us

We are a specialist Mortgage Brokerage and Property Business that helps Australian professionals achieve their property goals. Our team combines expert property search with lending solutions, delivering strategies that are practical, tailored, and aligned with our clients' long-term vision.

With a big-picture mindset and a reputation for quality, we support clients across the full property journey—whether they're buying their first home, building an investment portfolio, or refinancing to unlock new opportunities.

About the Role

We're looking for an experienced Loan Processor to join our dynamic, growth-oriented team.

In this role, you'll take ownership of the end to end loans process, guiding clients all the way to settlement and beyond. You'll coordinate closely with brokers, lenders, solicitors, and third-party stakeholders to ensure every application is accurate, compliant, and settled on time—making the process seamless for our clients.

About You

You're proactive, detail-oriented, and confident navigating the Australian lending process. You take full ownership of tasks, communicate clearly, and pride yourself on accuracy and follow-through. While you thrive in a team environment, you're equally capable of working independently and staying accountable to deadlines.

You don't just process files—you care about quality, timelines, and making the borrowing journey easier for clients.

Your Daily Tasks

• Data Entry for new clients and updating existing client records
• Indexing and organising of supporting documents and identifying gaps
• Request pricing discounts from lenders and order valuations, organise property reports
• Assists in the preparation, assessment and submission of home loan application
• Loan packaging with preparation of various documents such as statement of advice, NCCP documents (preliminary assessment, credit proposal disclosure), application forms
• Liaising with clients, brokers and lenders to finalise loan application
• Speak with assessors where required to manage and resolve exceptions
• Call lenders to receive an update on progress
• Call lenders prior to settlement to ensure relevant authorities are held and the bank is ready
• Post settlement detailed record for customer advising of the loan breakdown
• Prepare and manage discharges for settlements
• Monitor applications daily and report on progress
• Bi-annual review of existing settled deals
• Loan maintenance for existing settled deals
• Manage deals start to settlement

Essential Requirements

• Minimum 2 years' experience in Australian home loan processing
• Excellent verbal and written communication skills in English
• Strong understanding of Australian lender policies and credit requirements
• High attention to detail, particularly in data entry and documentation
• Proven ability to manage and coordinate multiple stakeholders (lenders, solicitors, clients)
• Tech-savvy with solid knowledge of banking platforms and CRM systems (ie Salestrekker, Mercury, BrokerEngine, AOL, FLEX, MyCRM, Infyniti, Quickli)
• 4-year Bachelor's degree or equivalent

Perks & Benefits

• 13th-month bonus
• 20 days paid annual/sick leave
• Paid Australian public holidays
• Full-time Work From Home (WFH) setup – laptop provided
• Day shift (Australian time zone)

Power Homeownership Journeys with Global Expertise

Build a future in finance without crossing borders. From loan pipelines to settlements, you'll play a pivotal role in turning homeownership dreams into reality. This global career in mortgage support lets you sharpen your expertise, gain international exposure, and take your skills to the next level.

What You'll Do

Be part of our client's team as a Mortgage Lending Support Specialist, where you'll process loan applications, manage deal pipelines, and support Loan Writers in ensuring timely and accurate settlements. You'll liaise with clients, lenders, and internal teams while ensuring compliance and maintaining exceptional service standards.

Career Snapshot

Employment type: Full-time

Shift: Day shift, weekends off

Work setup: Permanent WFH

Why You'll Love It Here

• Day 1 HMO coverage with free dependent
• Competitive salary package
• Permanent WFH arrangement
• Prime office location in Makati (easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Fixed weekends off
• 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
• Free 24/7 access to our office gyms (Ortigas and Makati) with a physical fitness trainer
• Exclusive lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for referral incentives across the organization
• Standard government and Emapta benefits
• 20 annual leaves (including 5 credits convertible to cash)
• Fun employee engagement activities
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

What You'll Bring

• Minimum of 2 years of experience in mortgage lending support, loan processing, or a similar role
• Familiarity with FLEX/AOL and Broker Engine CRM preferred
• Strong knowledge of credit assessment and compliance requirements
• Excellent written and verbal communication skills
• Proven ability to work in a fast-paced environment and manage multiple tasks efficiently
• High attention to detail and commitment to accuracy
• Ability to work independently and within a collaborative team

What You'll Handle

• Process loan applications using FLEX/AOL systems
• Manage deal pipeline from initial application to settlement via Broker Engine CRM
• Contact lenders to follow up on application status and updates
• Liaise with clients to request additional documents and provide status updates
• Ensure compliance with Best Interest Duty by completing credit and compliance notes accurately
• Maintain accuracy and attention to detail across all documentation and communications
• Adapt to unique processes, workflows, and client service standards
• Support Loan Writers in administrative and operational tasks to ensure timely and accurate loan settlements

Who You'll Work With

Our client is a trusted Australian mortgage brokerage firm dedicated to simplifying the complex world of lending. They help clients secure the right loans by negotiating with top lenders, managing applications end-to-end, and making the borrowing journey stress-free. With a reputation for putting clients first, Options Financial ensures every homebuyer, investor, or refinancer finds a tailored solution. They don't just match clients with loans-they build lasting financial confidence and trust.

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

Company Description

Top Global Summit LIA

We suggest you enter details here.

Role Description

This is a part-time hybrid role for a Financial Advisor based in Taguig, with some work from home acceptable. The Financial Advisor will be responsible for providing financial planning and retirement planning services to clients. Day-to-day tasks include analyzing clients' financial situations, recommending investment strategies, and guiding clients in making informed financial decisions. Additionally, the Financial Advisor will manage client portfolios, update clients on financial status, and help clients achieve their financial goals.

Qualifications

Atleast 4 years College Graduat

e No Experience need

ed Open for Fresh College Gradu

ate

Urgent Hiring | Financial Advisor at Pru Life UK

Work from Home | No Experience Needed | Fresh Graduates Welcome

About the Role

As a Financial Advisor, you'll guide individuals and families in making smart financial decisions to secure their future. You will offer life insurance, investment products, and financial planning services tailored to your clients' needs—all while building a career that offers time freedom and unlimited income potential.

What We Offer:

• Work-from-home setup

• Full-time or Part-time positions

• No experience needed – we provide comprehensive training

• Open to fresh graduates and working professionals

• Travel incentives, bonuses, and rewards

• Career growth and leadership development

Qualifications:

• Willing to be trained and coached

• Bachelor's degree or any 4 years course

• Must be goal-driven and self-motivated

• Open to learning financial concepts (no finance background needed)

Apply Now and be part of a team that helps protect dreams while living yours

Take note this is Urgent Hiring, please expect an email and text few hours or 1 day after your application. We will contact you through phone number and email

Financial Advisor in Eastwest Bank - Bacolod Lacson, Mandalagan & Silay | 20K Base Salary + following Incentives:

• Earn as much as P15,000.00 monthly position incentive
• Earn as much as P18,000.00 monthly by performing your qualified best
• Unlimited earning potential from sales commissions and bonuses

Are you passionate about helping fellow Filipinos reach their financial goals? Be an Eastwest Ageas Insurance Financial Advisor and enjoy the following perks

• Unlimited earning potential
• Work-Life balance with fixed dayshift and weekends off
• Follows Philippine bank holidays
• Fun and engaging workplace

This job is perfect for you if:

You are an effective communicator. You write and speak well. Explaining just about anything to anyone is not a problem for you. You're comfortable communicating in English.

You are an outgoing, socially confident person. Your strong interpersonal skills help you build relationships easily with both your colleagues and customers. This makes you a good team player and confident in your skills.

You are a problem-solver. You can easily identify the problem and use a combination of expertise and logic to come up with your solutions. You also see more than one solution to a problem and find new and productive ways to deal with new problems as they arise. Understands customer needs to provide positive experience for every interaction

You are tech-savvy. You are well-informed about the use of modern technology. You are also proficient in Microsoft applications such as Word, Excel, and Powerpoint.

You are hardworking. You don't stop until you're done and you work with energy and commitment. Because of this, you can get commissions and out of the country trips as incentives for your hard work based on the number of Filipinos you've helped.

Be part of our team and discover a rewarding and meaningful career.

Apply Now

Job Type: Full-time

Pay: Php20, Php35,000.00 per month

Benefits:

• Additional leave
• Company Christmas gift
• Health insurance
• Life insurance
• Paid training

Experience:

• Sales: 1 year (Preferred)

Location:

• Bacolod City (Required)

Work Location: In person

Responsibilities:

• Offer tailored financial advice to clients, taking into consideration their individual needs and objectives.
• Provide recommendations on life and health insurance coverage, estate planning, retirement planning, and other related areas.
• Develop and sustain robust relationships with clients, consistently ensuring that their financial goals are achieved.

Qualifications:

• Bachelor's Degree/College Graduate
• Excellent interpersonal skills
• Willing to take IC government licensure exam
• Willing to learn and undergo training
• Flexible work schedule (can work as part time or full time)

Qualifications

1. With or without sales experience individuals are welcome to apply as long as you are willing and self-driven to learn the job.

2. Preferrably college graduate but not required as long as you have resources such as laptop or ipad

3. Any individuals from any profession can apply

Job Descriptions

Offering financial solutions to clients thru Life Insurance, Investment, Endowment Plans, Health Insurance tailored to their financial goals.

Benefits

1. Unlimited income opportunity based on your efforts

2. Time freedom - can work anywhere and anytime based on your own pace

3. Monthly Bonuses and Incentives*

4. Quarterly Awards and Incentives*

5. Travel Incentives (Local and International)*

6. Great support system and working environment

7. Free trainings and learning sessions

8. Can work either full-time or part-time

*Based on performance

This is not your usual "apply-and-forget" kind of job post.

We're not just looking for agents.

We're building a movement of modern, purpose-driven Financial Advisors who want to live a life of impact, income, and intentional freedom.

If you're someone who is:

Ready to take control of your time

Looking for an income that rewards effort, not attendance

Passionate about helping others with their financial future

Seeking a career with mentoring, community, and growth

Then this might be exactly what you've been praying for.

 What We Offer:

Structured training and full mentorship — even with zero experience

Unlimited earning potential (commissions, bonuses, passive income)

Flexible working hours – ideal for moms, side hustlers, career shifters

Local and international travel incentives

Access to award-winning digital tools, marketing systems, and support

A God-centered, high-accountability team culture (Amaryllis Unit )

 We're especially excited to meet applicants who are:

• First-time jobbers (fresh grads welcome)
• Career shifters or freelancers
• Stay-at-home moms or OFW returnees
• Sales professionals or BPO agents ready for change
• People who want to make a difference and build wealth

 Minimum Requirements:

• At least 21 years old
• College level or graduate of any course
• Based in the Philippines
• Willing to undergo licensing (fully guided process)

 How to Apply:

Click "Easy Apply" here on LinkedIn or send a message directly with the words:

"I'm interested – tell me more."

Peachy Marasigan,

Unit Manager – Amaryllis Wealthcare Providers

Sun Life Philippines

Helping Filipinos live brighter & bolder, one plan at a time.