Lending Operations Associate

1 day ago

Bonifacio Global Metro Manila, Philippines TRYPOD PHILIPPINES CORPORATION Full time ₱60,000 - ₱80,000 per year

JOB TITLE: LENDING OPERATIONS ASSOCIATE

with AUSTRALIAN LENDING HOME/BUSINESS MORTGAGE EXPERIENCE NEED ONLY APPLY

  • KEY RESPONSIBILITIES:

  • Loan Facility Setup: Accurately input and maintain borrower, guarantor, funder, and loan transaction data into internal systems.

  • Loan Lifecycle Management: Record and update loan movements including repayments, interest adjustments, and related changes throughout the loan term.
  • Notifications & Alerts: Manage automated email notifications for key dates such as insurance expiries.
  • Condition Subsequent Monitoring: Establish and monitor reminders for condition subsequent obligations and ensure timely compliance.
  • Loan Book Reconciliation: Reconcile loan records against Interfi to ensure data accuracy and completeness.
  • Reporting & Analysis: Generate periodic reports, including arrears, SPV performance, and trail fee commissions.
  • Peer Review: Conduct thorough reviews of loan booking entries to ensure quality control and compliance with internal policies.
  • Borrower Communication: Issue settlement letters and other relevant communications following loan booking.
  • Payout & Discharge Quotes: Prepare and provide accurate payout and discharge quotes as requested.
  • Construction Loans: Process drawdown requests and manage disbursements for construction-related loan facilities.
  • Loan Closure: Ensure accurate and timely closure of loans in the system once fully repaid or discharged.
  • Query Resolution: Manage and respond to internal and external loan-related queries via Salesforce CRM.

ESSENTIAL SKILLS:

  • Attention to Detail: High level of accuracy in data entry and financial record keeping.
  • Loan Processing Knowledge: Understanding of loan structures, repayments, interest calculations, and facility documentation.
  • Analytical Thinking: Ability to reconcile loan books, interpret financial data, and generate meaningful reports.
  • Communication Skills: Strong written and verbal communication skills, particularly for borrower correspondence and internal liaison.
  • Time Management: Ability to manage multiple priorities, meet deadlines, and handle time-sensitive reminders or condition monitoring.
  • Problem Solving: Proactive approach to resolving discrepancies, system issues, and client queries.
  • Team Collaboration: Ability to work effectively within a team environment, including peer reviewing and cross-functional tasks.

TECHNICAK SKILLS:

  • Loan Management Systems (LMS): Experience with loan servicing or management platforms (e.g., Interfi or similar).
  • CRM Systems: Proficiency in Salesforce for workflow management and communication tracking.
  • Microsoft Office Suite: Advanced Excel skills for reconciliation and reporting; proficiency in Word and Outlook.
  • Automation & Notifications: Familiarity with setting up alerts, notifications, and condition trackers within internal systems.

Qualifications:

  • Educational Background:

    • Certificate or Diploma in Finance, Accounting, Banking, Business (minimum)
    • Bachelor's degree in a relevant field (preferred but not essential)

    • Industry Experience:

    • 2–4 years in a loan operation, credit administration, or financial services support role. Experience working in an organisation that has an onshore/offshore operating model is advantageous.

    • Experience with construction lending, trail commissions, or loan structures is advantageous but not essential.

Work from Home
- Australia hours - 5:00 am -2:00 pm , 6:00 am -3:00 pm. 7:00 am - 4:00 pm MON-FRI

Saturday and Sunday off

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