Loan Specialist

21 hours ago


Pasig, National Capital Region, Philippines beBeeLoan Full time ₱720,000 - ₱1,200,000
Job Title: Loan Specialist

We are seeking a highly skilled and organized Loan Specialist to join our team.

Key Responsibilities:
  • Utilize CRM tools and web-based systems to track loan applications, update statuses, and maintain borrower records
  • Review, verify, and process loan application documents submitted through digital channels
  • Coordinate with internal teams to ensure completeness and accuracy of application data
  • Perform audits of loan documentation to ensure compliance with regulatory and internal standards
  • Generate and send digital communications to clients regarding loan status updates and required documentation
  • Extract and interpret data from loan systems, web analytics, and reports for internal use
  • Maintain secure records of client interactions and processed transactions
  • Identify areas of improvement in digital loan processing workflows and suggest enhancements
Requirements:
  • Bachelor's degree in Finance, Business, or a related field (preferred)
  • Minimum of 6 months of home/mortgage loan processing experience in the Australian market
  • Experience working with CRM systems such as ApplyOnline or AOL, Simpology, and loan origination platforms
  • Strong data entry, documentation, and organizational skills
  • Familiarity with loan documentation and compliance standards

As a valued member of our team, you will have opportunities to grow your career without leaving home. We are committed to providing a supportive work environment that fosters professional growth and development.



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