Loan Specialist

1 day ago

Bacoor, Calabarzon, Philippines beBeeLender Full time A$21,600 - A$24,000

Job Title: Financial Application Coordinator

This is a critical role that requires attention to detail and excellent communication skills. As a Financial Application Coordinator, you will be responsible for managing loan applications, communicating with clients and lenders, and maintaining accurate records.

The ideal candidate will have a strong understanding of loan application processes, compliance requirements, and lender documentation. They should be proficient in using loan processing platforms, CRM systems, and Microsoft Office (Word, Excel, Outlook).

The Financial Application Coordinator will also be responsible for:

  • Liaising with clients to gather required documents and information for loan applications
  • Reviewing and verifying financial documents to ensure accuracy and compliance with lender requirements
  • Preparing and submitting loan applications through appropriate lender systems
  • Tracking progress of applications and providing clients with timely updates
  • Communicating with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing
  • Maintaining organised digital records of all loan files and supporting documents
  • Supporting brokers with administrative tasks, including preparation of compliance documents and client communications
  • Handling client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process
  • Identifying and escalating potential issues or delays proactively

Requirements:

  • Minimum 2 years' experience in loan processing, mortgage broking, or financial services administration
  • Strong understanding of loan application processes, compliance requirements, and lender documentation
  • Excellent communication skills – both written and verbal – with 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, with ability to handle multiple applications simultaneously
  • Proactive, resourceful, and comfortable working independently
  • Client-first mindset with professional and approachable manner

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