Intogreat Solutions Philippines
This is a remote position.
- Manage remote calendars and schedule meetings across multiple time zones.
- Save incoming emails and correspondence to client files; maintain version control and consistent filing conventions.
- Rename, organize, and index documents to ensure easy retrieval and auditability.
- Prepare and file loan applications, disclosures, and closing documents in secure systems.
- Maintain accurate client records in MyCRM and SharePoint; ensure data integrity and offshore data handling compliance.
- Gather and verify borrower information (income, assets, credit history) and ensure file completeness.
- Submit loan applications to lenders and track status, conditions, and deadlines; coordinate with onshore teams as needed.
- Communicate loan status updates to borrowers, real estate agents, and internal staff across time zones.
- Order appraisals/valuations as required; coordinate with appraisers and stakeholders for timely delivery.
- Assist with pricing scenarios options to lenders and clients.
- Ensure documents meet regulatory and company policy requirements.
- Deliver exceptional service via email maintain professional, culturally aware communication Pre settlement and post settlement communication incl updates congratulation emails. Etc.
- Collaborate with onshore underwriters, processors, and loan officers to ensure smooth file flow.
- Leverage MyCRM and FileInvite workflows to manage client interactions and document collection.
Requirements
- Minimum of 2 years’ experience in Australian mortgage broking
- Proficiency with CRM systems (MyCRM preferred)
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
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The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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