Loan Professional

1 day ago

Cabuyao, Calabarzon, Philippines beBeeCustomer Full time A$18,000 - A$20,000

Job Title: Loan Processor/Client Liaison

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We are seeking a skilled and organized professional to join our team as a Loan Processor/Client Liaison. This role is ideal for someone who enjoys managing details, building positive relationships with clients, and ensuring smooth loan processing.

">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 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.
  • Maintain organized 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.
  • Contribute to process improvements to enhance efficiency and client satisfaction.
">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 organizational and time management skills, with the ability to handle multiple applications simultaneously.
  • Proactive, resourceful, and comfortable working independently.
  • Client-first mindset with a professional and approachable manner.
">Benefits:">

This role offers a challenging and rewarding work environment, opportunities for career growth and development, and a competitive compensation package.

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As a Loan Processor/Client Liaison, you will have the opportunity to work with a variety of clients, build strong relationships, and make a real difference in their lives.

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You will be part of a dynamic team that values collaboration, innovation, and excellence.

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This is an exciting opportunity for a motivated and results-driven individual who is passionate about delivering exceptional customer service and driving business success.

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