Loan Specialist

4 days ago


Manila, National Capital Region, Philippines SOLAR RESOURCES, INC Full time

Job Summary:

  1. Maintain accurate records of accounts requiring submission to Pag-ibig for timely and efficient processing.
  2. Coordinate with other departments to ensure smooth delivery of loan applications and maintain open communication channels.
  3. Handle inquiries from agents, brokers, and buyers regarding their loan status and provide necessary documentation.
  4. Screen phone calls to verify the buyer's document compliance before proceeding with the loan application.
  5. Monitor accounts nearing season or full DP for NTA requirements and prepare necessary documents accordingly.
  6. Update SAM (System for Account Management) with any changes related to an account.
  7. Send welcome letters, monitor accounts, and send reminders to buyers lacking required documents.
  8. Prepare dockets for transmission, ensuring all necessary documents are included in the account folder.
  9. Attend Open House events to assist sales teams in qualifying clients for housing loans through HDMF/BANK.
  10. Provide after-sales service, addressing post-take-out inquiries, move-in issues, and client concerns.
Job Qualifications:
  • 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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