Mortgage Support Specialist

April 8

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Celeste

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Celeste is a company that supports new and scaling businesses in enhancing their operations and improving customer experiences. Through their innovative solutions, Celeste aims to help organizations boost their metrics, retain customers, and accelerate growth. They focus on building effective teams for businesses looking to optimize their performance and drive success.

Staffing • Outsourcing • Customer Success • Customer Onboarding • Virtual Assistants

2 - 10 employees

Founded 2023

🤝 B2B

⚡ Productivity

☁️ SaaS

📋 Description

• Prepare and send proposals and documentation for mortgage clients. • Manage and maintain CRM records, including client notes and follow-ups. • Support scheduling and client communication. • Create and maintain Standard Operating Procedures (SOPs). • Assist with client onboarding processes and compliance documentation. • Ensure mortgage files are complete and compliant with NZ regulations. • Manage email communications and route key items to the right person. • Take on administrative and reporting tasks as needed.

🎯 Requirements

• Legally eligible to work in the Philippines • Strong fluency in verbal and written English • Own laptop/computer and secure, high-speed internet • 2+ years in a Mortgage Admin, Administrative, or Operations role • Experience in AU/NZ mortgage broking or financial services • Proficiency with CRM Systems, Google Suite, Microsoft Office, and Trello • Self-starter who can work without documentation • Confident writing SOPs

🏖️ Benefits

• Work from home • Flexible hours • Join a community • Networking opportunities