Loan Origination Specialist
2 days ago
Job Summary:
We are seeking an experienced Loan Officer / Account Executive to join our team at MOVE Your Biz. This role involves identifying potential clients, managing the loan application process, and ensuring a smooth client journey from initial contact to loan closure.
About the Role:
- Client Acquisition and Relationship Management:
- Identify potential clients through networking, referrals, and targeted outreach strategies
- Develop and maintain a pipeline of prospective clients, systematically following up to nurture leads
- Engage clients through regular meetings, calls, and follow-ups to build and maintain strong relationships
- Loan Application and Qualification:
- Conduct comprehensive needs assessments to understand client objectives, financial situations, and lending requirements
- Qualify initial deals and project scopes to ensure they meet funding criteria
- Review client loan applications and documentation for accuracy and completeness
- Client Communication and Support:
- Present soft terms and term sheets to clients, addressing any questions and ensuring they understand and agree to the conditions
- Maintain real-time communication with clients, providing regular updates on their loan status
- Support general and borrower-specific calls, ensuring clear and efficient communication
- Documentation and CRM Management:
- Manage client information and interactions in the CRM system, ensuring all data is accurate and up-to-date
- Collect and review key documentation required for loan processing, ensuring compliance with submission guidelines
- Collaborate with internal teams, including the back office, to ensure efficient loan processing and client satisfaction
Requirements & Qualifications:
- Minimum of 2-3 years of experience in loan origination, sales, or account management
- Strong understanding of the lending process, with the ability to learn private lending sector specifics quickly
- Excellent communication and relationship-building skills
- Proficiency in CRM systems and loan processing software
- Strong organizational and documentation skills with attention to detail
- Ability to conduct comprehensive client needs assessments and provide tailored solutions
- Working hours: Monday to Friday between 8:30 AM to 5 PM Central Standard Time (CST)
Benefits:
- Competitive salary ($800 - $900 + $50 allowance per month)
- Strong support system
- Salary increase starting on your first year of employment (based on performance)
- Monthly Performance Incentive (based on given metrics, ranging from $40 - $50)
- Health benefit ($30/month)
- No computer activity monitoring
- Training materials for upskilling provided
- Paid holiday leaves (depending on the holidays observed by the client)
- Paid sick leaves (sick leave convertible to cash if perfect attendance)
- Paid planned leaves
- 13th month pay
- Allowance for SSS and Pag-ibig contribution ($20/month)
Job Type: Full-time
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