Loan Operations Professional

1 week ago

Dasmariñas, Calabarzon, Philippines beBeeOperations Full time ₱18,000 - ₱24,000

Finance Operations Specialist

About the Role

This is an opportunity to join a finance team as a Finance Operations Specialist. In this role, you will be responsible for managing loan applications and client communication.

You will work closely with clients to gather required documents and information for loan applications, review and verify financial documents, prepare and submit loan applications, and track progress of applications.

Strong administrative skills, attention to detail, and excellent communication skills are essential for this role.

The ideal candidate has prior experience in loan processing or mortgage broking support, along with strong organisational and time management skills.

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.
  • Identify and escalate potential issues or delays proactively.
  • Contribute to process improvements to enhance efficiency and client satisfaction.
Required Skills and Qualifications
  • Minimum 2 years' experience in loan processing or mortgage broking.
  • Strong understanding of loan application processes and compliance requirements.
  • Excellent communication skills with ability to explain processes clearly.
  • High attention to detail and accuracy in handling financial documents.
  • Proficiency with CRM systems and Microsoft Office (Word, Excel).
  • Strong organisational and time management skills.
Benefits
  • 13th-month performance bonus included.
Work Arrangement & Expectations

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

Successful candidates will be expected to reflect this engagement on their LinkedIn profile.

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