Mortgage Advisor (Home Loan sales)

Company Description

FazWaz Philippines is a fast-growing, technology-driven real estate brokerage transforming the way people buy, sell, and finance property. As part of a global property technology ecosystem, we combine innovative digital solutions, data-driven insights, and exceptional customer service to create a seamless real estate experience.

Our mission is to simplify every stage of the property journey by connecting buyers, sellers, investors, and property professionals through a modern platform backed by cutting-edge technology and industry expertise.

At FazWaz, we foster a collaborative, high-performance culture where innovation, integrity, and customer success are at the core of everything we do. We empower our teams with the tools, support, and opportunities they need to grow their careers while making a meaningful impact on the lives of our clients.

Whether you're an experienced industry professional or looking to take the next step in your career, FazWaz offers an exciting environment where you can help shape the future of real estate in the Philippines.

About the Job

|Are you a home loan expert who is ready to transition from a traditional banking environment to a high-growth, tech-forward company We are seeking a 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

• At least 3 years experience in consumer lending, home loans or 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.