Independent Contractor Financial Services Coordinator

1 week ago

Barcelona, Philippines beBeeLoanProcessor Full time ₱18,000 - ₱24,000

Role Overview:

We are seeking a detail-oriented and proactive professional to join our finance team as a Loan Processor/Client Liaison.

About the Position

This role is ideal for someone who excels at managing details, ensuring processes move smoothly, and building positive relationships with clients.

You will be the key point of contact for clients throughout the loan process—ensuring seamless communication between brokers, lenders, and clients. The position requires strong administrative skills, a keen eye for detail, and the ability to work efficiently under deadlines.

Key Responsibilities
  • Liaise 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 appropriate systems.
  • Track progress of applications and provide timely updates to clients.
  • Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
  • Maintain organised digital records of all loan files and supporting documents.
  • Support brokers with administrative tasks, including preparation of compliance documents and client communications.
  • Handle client inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
  • Identify and escalate potential issues or delays proactively.
Required Skills and Qualifications
  • 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 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, with the ability to handle multiple applications simultaneously.
  • Proactive, resourceful, and comfortable working independently.
Benefits and Work Arrangement

This is a remote role that will be set up as an independent contractor engagement.

To ensure alignment and transparency, successful candidates will be expected to disclose any existing ongoing roles or client work and reflect this engagement on their LinkedIn profile clearly marked as

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