AU Loans Assistant

4 days ago

Quezon City, National Capital Region, Philippines Frontline Accounting Full time ₱400,000 - ₱600,000 per year

The role needs strong communication skills and ability to work in a cross-cultural environment.

Duties and Responsibilities:

  • Receiving initial loan information and documentation from a Mortgage Broker.
  • Preparing a home loan application through a software system up to the point where it is ready for submission.
  • Communicating with clients via email (templates will be provided).
  • Communicating with the mortgage broker if additional information is needed or problems arise (via email, phone, and video conference).
  • Managing the loan application from approval through to settlement.
  • Following up with lenders and the mortgage broker (via email, phone, and video conference).
  • Contacting 3rd party institutions such as Banks, Valuers, and Solicitors (phone and email).
  • Requesting documents from clients and sending milestone communications (email only).
  • Data entry.
  • Complete pricing requests for clients by contacting/arranging with lenders.
  • Ordering up front valuations.
  • Touching base with existing clients by email on anniversaries of loans (i.e. 12 months) making sure everything is going ok - after 24 months book in to conduct review.
  • Create marketing emails (content supplied by broker) to send to client base periodically.
  • Completing Compliance tasks for client profiles.
  • Working on servicing calculators for lenders and working out borrowing capacity for clients.

Requirements:

  • Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma or Professional Degree.
  • Must have at least 
    2 years
     of related experience is required for this position.
  • Experience working with brokers and loan processing in Australia is a must.
  • Understanding of the industry and ability to understand servicing tasks.
  • Highly initiative and have strong attention to detail.
  • Excellent communication and interpersonal skills.

Schedule:
 Monday to Friday, AU 
(7:00 AM to 3:00 PM MNL)

Work Arrangement:
Temporary WFH

Join Frontline Accounting and be part of our team to 
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