Senior Financial Services Specialist

2 weeks ago

Imus, Calabarzon, Philippines beBeeAdministrative Full time A$21,600 - A$24,000
Job Description

Loan Processor / Client Liaison Role:

We are seeking a highly skilled and detail-oriented Loan Processor / Client Liaison to join our finance team. This individual will be responsible for managing loan applications, communicating with clients, and ensuring smooth processing of financial documents.

The ideal candidate has prior experience in loan processing, mortgage broking support, or financial services administration. They should possess excellent communication skills, strong organisational abilities, and the ability to work efficiently under deadlines.

  • Manage loan applications from initiation to completion.
  • Communicate effectively with clients regarding application status and required documentation.
  • 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 timely updates to clients.
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 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 clients to check in and reconnecting with clients who haven't been in touch recently.

Required Skills and Qualifications:

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.

Proactive, resourceful, and comfortable working independently.

Client-first mindset with a professional and approachable manner.

Work Arrangement & Expectations:

This is a remote role that will be set up as an independent contractor engagement.

Successful candidates will be expected to disclose any existing ongoing roles or client work and reflect this engagement on their LinkedIn profile.

Additional Benefits:
  • A performance-based bonus will be included.

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