Senior Loan Specialist

6 days ago

Sorsogon, Bicol, Philippines beBeeLoanProcessor Full time ₱18,000 - ₱24,000
Loan Processing Professional

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

You 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.

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:
  • 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 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.
  • Contribute to process improvements to enhance efficiency and client satisfaction.
  • Assist with outbound calling when required, including contacting existing loan book to check in with clients, reconnecting with clients who haven't been in touch recently to rebuild relationships.
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.

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