Financial Services Administrator

2 days ago

General Santos, Soccsksargen, Philippines beBeeClient Liaison Full time A$18,000 - A$24,000
Loan Processor Role

We are seeking a highly organised Loan Processor to join our finance team. This role is ideal for someone who thrives on managing details, keeping processes moving, and building positive relationships with clients.

The successful candidate will be the key point of contact for clients throughout the loan process—ensuring smooth communication between brokers, lenders, and clients. The role requires strong administrative skills, a sharp eye for detail, and the ability to work efficiently under deadlines.

This position involves liaising with clients to gather required 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 the appropriate lender systems.
  • Track progress of applications and provide clients with timely updates.
  • Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.

The ideal candidate has prior experience in loan processing, mortgage broking support, or financial services administration, along with strong communication and client service skills.

Key Responsibilities:

  • Handle client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
  • Identify and escalate potential issues or delays proactively.
  • Contribute to process improvements to enhance efficiency and client satisfaction.
  • Support brokers with administrative tasks, including preparation of compliance documents and client communications.
  • Maintain organised digital records of all loan files and supporting documents.

What We Offer:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.

How to Apply: If you are a motivated and detail-oriented individual looking for a challenging role, please submit your application.

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