Job description
Be the trusted guide for homebuyers—lead clients from onboarding and document collection to loan application and approval. In this role, you’ll be the primary point of contact, ensuring a smooth, transparent customer experience from first contact through closing. You’ll collaborate with Sales, Mortgage Partners, and internal teams to align timelines, gather the right information, and manage expectations with professionalism and warmth. Your keen attention to detail and commitment to compliance will help maintain data integrity and protect client information while accelerating the financing process.
Key qualities for success in this role include outstanding communication, empathy, and the ability to juggle multiple priorities while delivering accurate, timely updates. You’ll use our CRM to track interactions, schedule steps in the loan journey, and provide clients with clear next steps. This is an excellent opportunity for career growth in customer care, real estate support, and financial services within a supportive, team-oriented environment.
Responsibility
- Serve as the primary point of contact for homebuyers during onboarding and loan application stages, ensuring clarity and empathy throughout the process.
- Guide clients through document collection, verification, and submission, while maintaining data accuracy and privacy.
- Collaborate with Sales, Mortgage Partners, and internal operations to align timelines and expedite approvals.
- Maintain and update customer records in the CRM, track milestones, and schedule next steps.
- Respond promptly to inquiries, manage expectations, and provide proactive status updates.
- Identify and escalate risks or missing information to prevent delays and ensure regulatory compliance.
- Coordinate with lenders, appraisers, and other stakeholders to streamline the loan journey.
- Deliver a high-touch customer experience by balancing efficiency with genuine care and professionalism.
Qualification
- High school diploma or equivalent; bachelor's degree preferred in business, communications, or related field.
- Excellent verbal and written communication skills in English; bilingual capabilities (e.g., Filipino) a plus.
- 1-3 years in customer service, call center, or mortgage/real estate support; experience in financial services is a plus.
- Strong organizational skills with the ability to manage multiple tasks and meet deadlines.
- Proficiency with CRM software, MS Office, and data entry; comfortable handling sensitive information.
- Problem-solving mindset, with empathy, patience, and a customer-first approach.
- Team-oriented, reliable, and able to work in a fast-paced environment in Cavite.