Strategic Loan Coordinator

2 days ago


Mandaue City, Central Visayas, Philippines beBeeCustomer Full time A$21,600 - A$24,000
Loan Processor/Customer Liaison

The ideal candidate is a highly organized and efficient professional who will be the key point of contact for clients throughout the loan process.

They will require strong administrative skills, a keen eye for detail, and the ability to work under deadlines with precision and accuracy.

Key Responsibilities:
  • Interact with customers to collect 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 the appropriate systems.
  • Track application progress and provide timely updates to customers.
  • 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 customer communications.
  • Handle customer inquiries with professionalism and empathy, ensuring a positive experience throughout the loan process.
  • Identify and escalate potential issues or delays proactively.
Requirements:
  • A minimum of 2 years' experience in loan processing, mortgage broking, or financial services administration.
  • A 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 customers.
  • 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.
  • A customer-first mindset with a professional and approachable manner.


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