Senior Financial Services Administrator

2 days ago

Cebu City, Central Visayas, Philippines beBeeLoanProcessor Full time A$21,600 - A$24,000
Loan Processor / Client Liaison Job Description

The role of Loan Processor / Client Liaison is a key position in the loan process, ensuring seamless communication between clients, brokers, and lenders. The ideal candidate will have prior experience in loan processing, mortgage broking support, or financial services administration.

This position is suitable for individuals who excel at managing details, driving processes forward, and building strong relationships with clients. Key responsibilities include liaising with clients to gather required documents and information for loan applications, reviewing and verifying financial documents, preparing and submitting loan applications through lender systems, tracking application progress, and communicating with lenders, banks, and brokers to ensure smooth processing.

Key Responsibilities:
  • Liaise with clients to gather necessary documents and information for loan applications.
  • Review and verify financial documents to ensure accuracy and compliance with lender requirements.
  • Prepare and submit loan applications through appropriate lender systems.
  • Track application progress and provide timely updates to clients.
  • Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
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 – 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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