Financial Services Coordinator

2 weeks ago

Manila, National Capital Region, Philippines MOVE Your Biz Full time

At MOVE Your Biz, we are seeking a skilled Financial Services Coordinator to join our team. This role will support the loan processing process by managing communications, handling documentation, and ensuring accuracy throughout the application process.

Key Responsibilities:

  • Email & Document Management:
    • Review incoming emails for attachments and save them to the server and loan processing system.
    • Respond to emails or notify appropriate team members of actions required based on attachments or content.
    • Assign emails to the correct account executive if questions arise but are not yet entered into the loan system.
  • Credit & Background Processing:
    • Pull credit and background reports from designated credit agencies, ensuring alignment with backer requirements.
    • Process borrower credit card charges for credit reports.
    • Review reports for issues, resolve discrepancies, and save accurate information to the server and loan system.
  • Document Verification & Communication:
    • Log into DocuSign to retrieve and save credit authorizations and term sheets to the appropriate systems.
    • Verify information for accuracy and contact borrowers to correct any errors.
    • Prepare and obtain approval for term sheets before sending them to borrowers or brokers.
  • General Support:
    • Maintain real-time communication with team members, borrowers, and brokers to address inquiries and updates.
    • Support general and borrower calls or text messages, ensuring clear and professional communication.
    • Assist with email management, ensuring responses within a timely manner.
  • Ad hoc:
    • Perform ad hoc tasks as needed.

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