Senior Loan Operations Specialist

2 weeks ago

Porac, Philippines beBeeloan Full time A$18,000 - A$24,000

We are seeking a highly organised Loan Coordinator 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.

About the Role

The successful candidate will be responsible for managing loan applications from initial contact through to completion. They will provide exceptional client service by ensuring timely communication between brokers, lenders, and clients. Strong administrative skills, a sharp eye for detail, and the ability to work efficiently under deadlines are essential.

  • 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.
Requirements

To succeed in this role, you will need:

  • A minimum of 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.
Working Arrangement & Expectations

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

To ensure alignment and transparency, successful candidates will be expected to:

  • Disclose any existing ongoing roles or client work
  • Reflect this engagement on their LinkedIn profile (clearly marked as

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