Client Advisor Assistant

Job Summary

A company is looking for a Client Advisor Assistant.

Key Responsibilities:

• Communicate with clients via phone and email to gather necessary information and answer questions
• Assign and manage mortgage leads, ensuring timely follow-ups and updates
• Assist clients in completing loan applications accurately

Qualifications:

• Must be a Filipino citizen currently residing in the Philippines
• Understanding of mortgage lead management and loan processing workflows
• Experience in U.S. mortgage processing or a related field (preferred)
• Proficiency in CRM systems and mortgage software such as Encompass, Blend, or Salesforce (preferred)
• Ability to work independently in a fast-paced, remote environment