Finance Liaison Officer

3 days ago

Cavite City, Calabarzon, Philippines beBeeResponsibility Full time A$21,600 - A$24,000
Job Title:

Loan Specialist


About the Role

This is a key position in our finance team, responsible for ensuring smooth client communication throughout the loan process. The ideal candidate will be highly organised and possess strong administrative skills with attention to detail.

The successful candidate will be able to work efficiently under deadlines and maintain accurate records of all loan files and supporting documents.

Able to handle multiple applications simultaneously and prioritise tasks effectively, this individual must also possess excellent communication skills with the ability to explain processes clearly 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 timely updates to clients.
  • 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.

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.

Additional Benefits
  • A performance-based bonus will be included as part of this engagement.

Work 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 and reflect this engagement on their LinkedIn profile, clearly marked as 'Independent Contractor'.

  • Liaison Officer

    1 week ago

    Paranaque City, Calabarzon, Philippines Emporia Group Inc Full time ₱18,000 per year

    About the job Liaison Officer ROLE OVERVIEW: We are looking for a reliable and detail-oriented Liaison Officer to support our external transaction needs. This role is responsible for ensuring timely processing of documents with government agencies, banks, and other institutions. The ideal candidate is familiar with Metro Manila routes, government...

  • Liaison Officer

    1 week ago

    San Pablo City, Calabarzon, Philippines Art Fresh Chicken Corp. Full time $40,000 - $60,000 per year

    Job Summary:The Liaison Officer is responsible for maintaining effective communication and coordination between the organization and its external partners, such as government agencies, clients, vendors, and community groups. The role involves facilitating collaboration, handling official correspondence, arranging meetings, and ensuring that all external...

  • National Project Liaison Officer

    2 days ago

    Lipa City, Calabarzon, Philippines beBeeliaison Full time $45,000 - $75,000

    Job OverviewThis is a dynamic role that requires an individual to serve as the key point of contact between the project and Government stakeholders.The job involves facilitating coordination, communication, and engagement with national agencies to support project implementation. This nationwide project requires someone who is willing to travel and take on...

  • Lead Finance Business Partner

    3 days ago

    Cavite City, Calabarzon, Philippines beBeeFinance Full time ₱1,500,000 - ₱2,500,000

    Financial Analyst LiaisonThis role is ideal for someone looking to build a strong foundation in finance while contributing to strategic decision-making across the organization.Key Responsibilities:Process invoices for payment requests promptly and accurately, ensuring timely payments to vendors and internal departments.Liaise with vendors and internal...

  • Chief Administrative Officer

    3 days ago

    Cavite City, Calabarzon, Philippines beBeeAccountant Full time $50,000 - $75,000

    Job Title: Financial Operations SpecialistWe are seeking a highly organized and detail-oriented professional to support both financial operations and executive-level administrative tasks.This role requires a strong understanding of accounting principles, proficiency in financial reporting, and the ability to manage executive schedules, communications, and...

  • Accounting Officer

    2 weeks ago

    Paranaque City, Calabarzon, Philippines SM Supermalls Full time

    Accounting Officer (Client Services) - SM City BicutanOverviewThe Client Services Officer for Accounting is responsible for delivering services to customers as part of the finance management team. Their function is to act as liaison and guarantee good communication between branch operations, leasing, and tenants, as well as finance HO. They are the primary...

  • Documentation and Liaison Assistant

    1 week ago

    Lipa City, Calabarzon, Philippines Convergence Realty & Development Corporation Full time ₱300,000 - ₱600,000 per year

    Join Our Team as a Documentation and Liaison AssistantAre you a highly organized individual with a keen eye for detail and a knack for navigating administrative processes? Do you enjoy ensuring everything is in its right place and building relationships with various offices? We're looking for a Documentation and Liaison Assistant to be a crucial part of our...

  • Documentation and Liaison Assistant

    1 week ago

    Lipa City, Calabarzon, Philippines Convergence Realty & Development Corporation (Condev) Full time ₱400,000 - ₱800,000 per year

    Join Our Team as a Documentation and Liaison AssistantAre you a highly organized individual with a keen eye for detail and a knack for navigating administrative processes? Do you enjoy ensuring everything is in its right place and building relationships with various offices? We're looking for aDocumentation and Liaison Assistantto be a crucial part of our...

  • Finance and Operations Transition Officer

    1 week ago

    Cavite City, Calabarzon, Philippines KC Global Talent Solutions, Inc. Full time ₱100,000 - ₱120,000 per year

    CPA with 8+ years experience in finance and operations within manufacturing. High analytical skills background in corporate restructuring, SEC/ BIR registration, PEZA/ BOI, ERP migration, tax planning, and supply chain cost control is an advantage but not mandatory, He/she will lead regulatory and financial transitions and system migrations with zero...

  • Finance Accountant Supervisor

    1 week ago

    Cavite City, Calabarzon, Philippines Cobden & Carter International Full time ₱900,000 - ₱1,200,000 per year

    Location: Cavite (on-site) About the Role: This role plays a critical part in ensuring compliance with financial regulations, accurate and timely reporting, and alignment between site-level and head office accounting practices. The ideal candidate is proactive, hands-on, and experienced in managing finance teams within a fast-paced or manufacturing...