
Financial Services Coordinator
3 days ago
We are seeking a highly organized Loan Processor to join our finance team. The ideal candidate has prior experience in loan processing, mortgage broking support, or financial services administration, along with strong communication and client service skills.
This role is ideal for someone who thrives on managing details, keeping processes moving, and building positive relationships with clients.
About the Role- 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 books to check in with clients and reconnecting with clients who haven't been in touch recently.
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Financial Services Coordinator
1 week ago
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Financial Services Coordinator
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Service Coordinator
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Financial Services Specialist
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Financial Operations Coordinator
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General Services Assistant
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Financial Operations Coordinator
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Expert Financial Operations Coordinator
3 days ago
Mandaluyong City, National Capital Region, Philippines beBeeOperations Full time ₱450,000 - ₱600,000Job Title:Financial Operations Specialist Job Description:Ensure accurate financial reporting and maintain seamless financial workflows across accounts payable, accounts receivable, and billing.Collaborate with operations, customer service, and external vendors to support invoicing and payment coordination.Communicate effectively across time zones and...