- Seeking for Loan Processor with a minimum of 1 year of experience in processing client-provided documents in compliance with mortgage broker or bank department requirements in Australia.
- The company is an up-and-coming digital marketing agency whose vision is to create measurable and sustainable marketing outcomes for their clients.
- The offer is inclusive of a laptop + Internet allowance + HMO for you and your dependent within the first month (with Covid insurance coverage)
- The ideal candidate's workstation should be set up in a safe and secure location at home with stable and reliable internet not less than 25 Mbps.
- PHP 45,000 – PHP 55,000 per month
- 6:00 am to 3:00 pm, Manila Time, Monday to Friday
About the Company
The company goes beyond mortgage brokering, helping people achieve their dream of homeownership. They provide invaluable advice and support throughout the home-buying process, prioritising exceptional customer service and reliability.
About the Role
As a Loan Processor, you will be responsible for verifying client-provided documents for compliance, accurately reflecting their financial position, ensuring efficient data entry, and timely submitting loan applications, all aimed at providing a seamless and efficient experience for clients and lenders.
Key Responsibilities
- Ensure that supporting documents received from a client comply with the company’s supporting documents checklist requirements in the company's system.
- Ensure that supporting documents received from a client accurately reflect their current financial position.
- Accurately input client information into the company's system.
- Prepare the application pack to be sent to clients.
- Submit the loan application to the lender.
- Verify supporting documents received from clients using company's checklist.
- Perform data entry in the company's systems.
- Arrange valuations and pricing discounts.
- Make follow-up calls to lenders regarding application status and post-settlement checks.
- Complete various forms such as discharge, variation, and application forms.
- Follow up and resolve Missing Information Requests.
- Review approval letters and prepare email templates.
- Complete online amendments.
- Conduct checks on loan documents.
Position Prerequisites
Experience
- Experience being accountable and responsive when working in a small team environment such as a small business
- Long tenure in the same role
- Experience working in the home loans department of a bank or with a mortgage broker
Skills
- Basic to Intermediate Microsoft Office skills (Word, Excel, PowerPoint, and Outlook)
- Possess a good level of verbal and written communication skills.
- Exhibit high attention to detail.
- Display strong organisational skills.
- Show the ability to stay focused for a prolonged period of time.
Personality Fit
- Knowledgeable in the broking industry
- Enjoys process and repetition of work.
- Self-motivated, able to read and understand a brief fully, and clarify/confirm direction.
- Ability to maintain high-quality performance with varied deadlines and competing priorities.
- A confident personality is willing to make decisions, own mistakes, and make improvements.
Benefits
- HMO healthcare for you and your dependent (with COVID insurance).
- 20 combined SL/VLs per year accrued from day one (you will have 10 accrued once you pass regularisation).
Perks
- Potential Access to Over 50 Locations Throughout the Philippines for Work-From-Home or Work-On-Site Options.
- Monthly Social & Wellness Activities
- Member Wellness Program
- Milestone Gifts
- Birthday Cake
- Paid Birthday Leave
- Welcome Gift Packs
- Work Anniversary Gifts
- 13th Month Bonus
- Year-End Party
- Christmas Hamper
Shift Time
- 6:00 AM to 3:00 PM, Manila Time, Monday to Friday.
What’s Next?
Click the Apply button, attach your CV, and complete the questionnaire!
As this is an urgent requirement, if you want to fast track your application, complete your application online and connect with Allyssa Camo at https://www.linkedin.com/in/allyssa-c-51aa85152/.
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