Loan Specialist
4 days ago
Job Summary:
- Maintain accurate records of accounts requiring submission to Pag-ibig for timely and efficient processing.
- Coordinate with other departments to ensure smooth delivery of loan applications and maintain open communication channels.
- Handle inquiries from agents, brokers, and buyers regarding their loan status and provide necessary documentation.
- Screen phone calls to verify the buyer's document compliance before proceeding with the loan application.
- Monitor accounts nearing season or full DP for NTA requirements and prepare necessary documents accordingly.
- Update SAM (System for Account Management) with any changes related to an account.
- Send welcome letters, monitor accounts, and send reminders to buyers lacking required documents.
- Prepare dockets for transmission, ensuring all necessary documents are included in the account folder.
- Attend Open House events to assist sales teams in qualifying clients for housing loans through HDMF/BANK.
- Provide after-sales service, addressing post-take-out inquiries, move-in issues, and client concerns.
- A bachelor's degree in a relevant field is essential.
- At least 2-3 years of experience in the real estate industry is preferred.
- Familiarity with HDMF and bank loan processes, including document preparation and account docketing, is crucial.
- An organized, customer-focused, and detail-oriented individual who can work effectively under pressure.
- A proactive and results-driven professional willing to render overtime when needed.
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