Settlement Support | Remote, Day Shift Job | Up to PHP35K

GoTeam is currently seeking Settlement Support to manage administrative tasks, documentation, CRM management, and communications during the residential lending application process. Reporting to the Head of Settlement, Settlement Specialists, and Mortgage Administrator, the ideal candidate will be responsible for handling pre-submission quality checks on all outgoing applications to lenders, guiding and assisting clients through the mortgage application process, and providing support to the Settlement Specialists team in managing administrative tasks.

Your client works on making mortgages less of a burden for Kiwis, helping build wealth, and saving thousands of dollars on their clients’ mortgage repayments.

In this position, you will be:

• Preparing and conducting quality checks on all outgoing applications to lenders.
• Guiding and assisting clients through any given lender’s mortgage application process from submission to settlement.
• Assisting the Settlement Specialists team in managing administrative tasks, documentation, CRM management, and communications during the application process.
• Managing application administration/documents, prescreen assistance, expense verification, loan approval condition management, loan structure documentation processing, and bank communications for document follow-up.
• Handling opportunity closure and commission conciliation, compliance procedure milestone checks
• Managing settlement administrative tasks like valuation report ordering, inbox management, email allocation, and report generation to Advisory.
• Being agile in accommodating new processes internal to the Settlement team.
• Being adept at prioritizing both tasks and timeframes to ensure successful outcomes across various Advisers’ caseloads.

Skills and Qualifications:

• Proficient in using Google Suite tools such as Gmail, Google Docs, and Google Sheets, with a willingness to learn new technologies quickly.
• Knowledge and understanding of financial lending services and terminology, with a preference for experience in residential lending applications.
• Ability to work effectively in a team environment, demonstrating adaptability and flexibility.
• Strong attention to detail, with the ability to conduct pre-submission quality checks on outgoing applications and manage loan approval condition management.
• Strong problem-solving skills, with the ability to identify issues and provide solutions to ensure successful outcomes across various Advisers’ caseloads.
• Excellent time management and communication skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

Your Benefits:

• Dual-monitor PC setup or laptop for your home.
• 7 Habits of Highly Effective People Training
• Your copy of “The 7 Habits of Highly Effective People” and “Little Black Book for Stunning Success”
• Exceed Institute – Training and tools to help you navigate life and build a rich and connected family life.
• HMO coverage from start date for you and one dependent, for free. With P200K coverage, private room, and P10K reimbursement for medications. You may enroll up to 4 additional dependents.
• 24/7 access to counselling support for mental health. Our Employee Assistance Program (EAP) will help you thrive amid parenting challenges, stress, or relationship issues.
• Free legal advice and financial consultations, also as part of the EAP.
• P1,000,000 Life Insurance coverage
• 10 days leave (Year 1), rising to 15 days leave after Year 1
• Welcome gift on your first day
• Monthly Discover You lunch (CEO presentation, leadership training, Values Awards)
• Monthly gratitude celebrations & Prizes (Trivia, Talent Night, Personal Development, Acoustic Nights)
• Welcome Tea with the CEO and work anniversary celebrations
• P10K referral bonus, plus a chance to win a trip for 2 to Bali, Indonesia
• Free coffee for our office-based team

Your Family’s Benefits (Yes, that’s right, we care about your family):

• 24/7 access to confidential counselling support for mental health for 4 family members. Our Employee’s Family Assistance Program (EFAP) will help your loved ones thrive amid personal issues.
• Free legal advice and financial consultations for 4 family members, also as part of the EFAP.
• Free Telemedicine for 4 family members
• Personal invites for your family members to our monthly virtual events (and yes, they can win prizes, too)
• P10K referral bonus for your family members

Our Story

In 2014, our CTO and Founder Matt Kesby starts Go-Virtual Assistants (GO-VA) with one full-time member. The following year, CEO Fiona Kesby moves to Cebu to be onsite as the company scales. She emphasizes that the best way to attract talent is to take exceptional care of them.

In 8 years, GoTeam has grown its client base to business owners from Australia, the U.S., U.K. and Singapore, among others. Working with highly skilled and motivated team members in GoTeam gives these businesses all the benefits of outsourcing and offshoring, without any of the complications and additional costs of starting their own office locally.

The warmth and welcoming culture of GoTeam starts from Day 1, with our Chief Happiness Officers providing each new team member with a Welcome Kit. HMO Coverage for yourself and 1 dependent also kick in on Day 1.

Among GoTeam’s core values are Discovery and Humility. (The overarching one is Care.) Fiona sets an example of leading by these values by consistently encouraging team members to read and discover new skills, industry best practices, and advice for leadership, self-care, and growth.

Monthly “Discover You” events are being held to ensure that the entire company is up to date with current developments, celebrate wins from the previous month, and acknowledge those team members who have made an impact in their clients’ businesses and exceed expectations as well.

At GoTeam, no team member is left behind. Everyone is heard and made to feel that they truly belong.

Learn more about Our Culture here: https://go.team/ph/our-culture/

IMPORTANT: While this is a work-from-home arrangement, if any recurring issues arise i.e., internet connectivity, power supply issues, background noise, and alike, you shall be requested to work in the nearest GoTeam office or accredited establishments.