Loan Processer and Client Services Professional

3 days ago

Manila, National Capital Region, Philippines beBeeLoanProcessor Full time A$21,600 - A$24,000
Job Title:

Loan Processor and Client Liaison

Job Description

As a detail-oriented and proactive loan processor, you will be responsible for managing loan applications from initial contact to completion. Your role will involve working closely with clients to gather required documents and information, reviewing and verifying financial documents, preparing and submitting loan applications, and communicating with lenders and brokers.

Our ideal candidate has prior experience in loan processing, mortgage broking support, or financial services administration, along with strong communication and client service skills. You should have a high level of accuracy and attention to detail, as well as the ability to work independently and manage multiple applications simultaneously.

You will also be expected to identify and escalate potential issues or delays proactively, contribute to process improvements, and assist with outbound calling when required. If you are a proactive and resourceful individual who is comfortable working independently and has a client-first mindset, we encourage you to apply.

Required Skills and Qualifications
  • Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration.
  • Strong understanding of loan application processes and compliance requirements.
  • Excellent communication skills—both written and verbal—with the ability to explain processes clearly to clients.
  • High attention to detail and accuracy in handling financial documents.
  • Proficiency with loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).
  • Strong organisational and time management skills.

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