Loan Process Manager

1 day ago

Baguio City, Cordillera, Philippines beBeeLoanSpecialist Full time A$18,000 - A$24,000
Job Overview

We are seeking a highly organized and detail-oriented professional to manage loan applications, build positive relationships with clients, and maintain accurate digital records.

About the Role

This key position requires strong administrative skills, a sharp eye for detail, and the ability to work efficiently under deadlines.

Key Responsibilities:
  • Communicate 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 systems.
  • Track progress of applications and provide clients with timely updates.
  • Collaborate 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 colleagues 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 organisational 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.
Why This Role Matters:

The successful candidate will be instrumental in delivering excellent service to our clients, maintaining high standards of quality and efficiency, and contributing to the growth and success of our organization.

What We Offer:

A dynamic and supportive work environment, opportunities for professional development and growth, and a competitive compensation package.

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