Mortgage Advisor (Loans Processing)

Posted 4 Days Ago
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Makati City, Metro Manila, National Capital Region, PHL
Hybrid
Mid level
Information Technology • Marketing Tech • Real Estate
The Role
The Mortgage Advisor guides customers through the mortgage process, analyzing financial profiles and offering tailored financing solutions while managing client relationships and compliance.
Summary Generated by Built In
About the Job:

Are you a mortgage expert who is ready to transition from a traditional banking environment to a high-growth, tech-forward company? We are seeking a Financial/Mortgage Advisor who combines a love for numbers with a passion for helping people achieve the milestone of homeownership.

In this role, you aren’t just processing paperwork, you are a strategic partner. You will leverage your deep understanding of bank operations and consumer lending to navigate complex landscapes, ensuring our clients receive the best possible financial packages tailored to their unique needs.

This is a highly visible, customer-facing role where you will play a critical part in our customers’ homeownership journey and contribute directly to the success of our operations.

Key Responsibilities:

    Daily Overview:

    • Provide end-to-end financial advisory support for customers seeking KPR and other home financing solutions

    • Analyze customer financial profiles (income, liabilities, affordability) to recommend optimal financing structures

    • Prepare and present financing proposals, comparisons, and pitch decks for customers and partners

    • Act as a key point of contact during the financing process, coordinating with banks, underwriters, and internal teams

    • Build, manage, and expand partnerships with financial institutions and related stakeholders

    • Develop and maintain a centralized financing resource hub, ensuring accuracy and relevance of information

    • Support sales teams by ensuring financing readiness and smooth loan processing

    • Maintain accurate records of customer interactions, applications, and outcomes in CRM systems and tracking tools

    • Ensure all activities comply with current mortgage policies, consumer lending regulations, and internal guidelines

Minimum Qualifications:

  • 3-4 years experience in consumer lending, mortgage advisory roles within a financial institution
  • Sales, Client Acquisition and Account Management experience is preferred.

  • Solid understanding of mortgage products, credit assessment, and lending policies

  • Strong knowledge of applicable laws, regulations, and compliance requirements related to home financing

  • Proven track record of delivering excellent customer service and building strong relationships with clients and stakeholders

  • Ability to manage a high volume of client inquiries while providing clear, accurate financing guidance

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The Company
Makati City, Metro Manila
224 Employees

What We Do

Lamudi is one of the most promising and exciting start-ups of Rocket Internet with the aspiration to be the fastest growing online property portal in emerging markets. Lamudi is the ideal platform to connect sellers, buyers and tenants to easily buy, rent and sell homes, land, and commercial properties. Founded in 2013, Lamudi operates in 13 countries across Asia, the Middle East, and Latin America, and has already become the market leader in several markets. Lamudi is a part of the Rocket Internet family which is the fastest and the most successful venture builder across the globe. With an exceptional team that has been building online companies since 1999 and has created over 100 market leading companies in 40+ countries, it has unrivaled experience in launching internet ventures. Superior expertise and proficiency of an international company together with a deep understanding of local markets are the foundation for building the best online real estate marketplace

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