Loan Processor/Client Liaison

3 days ago

Manila, National Capital Region, Philippines beBeeloan Full time A$1,800 - A$2,000
Loan Processing Role

We are seeking an organized Loan Processor/Client Liaison to join our finance team.

This role is ideal for someone who excels at managing details, keeping processes moving, and building positive relationships with clients. As the key point of contact, you will ensure smooth communication between brokers, lenders, and clients throughout the loan process.

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 organized 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 the existing loan book to check in with clients.
    • Reconnecting with clients who haven't been in touch recently to rebuild relationships.

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