Intogreat Solutions Philippines
This is a remote position.
- Use tools such as HelloPack and FileInvite to request and manage supporting documents.
- Send Manual Fact Find, Credit Guide, and Privacy Consent via email; confirm privacy consent is signed.
- Create applications in the aggregator CRM and maintain accurate records.
- Print lender application forms via ApplyOnline for client signatures, including additional forms such as discharge, FHOG, or other applicable documents.
- Print and save Application Summary in the client’s document older.
- Verify they meet minimum lodgment and compliance requirements.
- Complete compliance checklists and maintain files in standard order according to company and regulatory standards.
- Assist mortgage broker with loan lodgments, appointment preparation, and related administrative tasks.
- Communicate regularly with clients, solicitors, and stakeholders to collect documentation and satisfy approval conditions.
- Order pricing, credit reports, and property valuations as required.
- For refinance applications, check discharge readiness and follow up accordingly.
- Monitor application status from lodgment to formal approval and settlement.
- Update comments and progress notes in ApplyOnline regularly.
- Keep Standard Operating Procedures (SOPs) up to date.
- Provide coverage for onshore team during leave or peak workloads.
- Achieve monthly KPI targets and contribute to overall team efficiency
Requirements
- Experience in the Mortgage industry (At least 1 year – broker side)
- Working knowledge of Microsoft Word, Excel, Outlook
- Experience in LMG software
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
Working in United States
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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