Financial Services Professional

2 days ago

Calamba, Calabarzon, Philippines beBeeLoanProcessor Full time A$21,600 - A$24,000
Loan Processor Position

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

The ideal candidate has prior experience in loan processing, mortgage broking support, or financial services administration, along with strong communication and client service skills.

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.
Key Requirements
  • 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.

This position can be worked remotely and offers an independent contractor engagement.

Benefits and Opportunities

This opportunity allows you to work independently as a Loan Processor while being part of a larger team. You will have the chance to develop your skills and knowledge in loan processing and build positive relationships with clients.

About the Job

This job requires a high level of organisation and attention to detail. The successful candidate will be able to manage multiple applications at once, communicate effectively with clients, and maintain accurate records.

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