Loan Processor

The role of a Loan Processor is to assist with the administrative tasks that sit between these processes and the ongoing tasks involved in maintaining a long client relationship over the years.

Primary Job Functions Loan Processor

All items are at the instruction/direction of your franchisee

• Make updates to core loan processing systems Broker Platform, AOL, Simpology etc to ensure loan processing progress, accuracy and maintenance of data.

Make updates to CRM - Hubspot

• Communicating directly with the client (phone & email)

Update client every 2 days (minimum) on progress

• Deal directly with lender (portal, phone & email) to provide any required documents, answer any questions, follow up on progress, check rates, clarify eligibility

Refer any credit critical issues directly to Mortgage Choice Franchisee/Manager

• Keep Mortgage Choice Franchisee/Manager updated on all activity

Coordinate with other stakeholders as required (solicitors, conveyancers, real estate agents, other lenders etc.)

• Prepare documents for client

Save and add documentation to appropriate Mortgage Choice System (Google Drive, Vault etc) as per compliance standards

• Be responsive and available to discuss work with Mortgage Choice Manager/Franchisee/workflow management tickets during working hours

Communicate any challenges that may impact meeting of SLAs or client outcomes

• Other activities as directed by Mortgage Choice Manager/Franchisee

Ensuring that applications are sent with complete documentation

• Prohibited Activities

- Providing any financial advice to clients
- Performing end to end analysis of the client situation or lender solution. Can only be done under instruction from broker.

• Skills Required

Attention to detail

• Understanding of secure data handling protocols with Personal Data

Communication very strong English language skills (written & verbal)

• Customer service experience and focus

Experience in Australian mortgage processes and credit

• Strong working knowledge of Microsoft Office, email, calendar, google drive, PDF tools etc.

Strong IT competency to learn use of new systems

• Ability to follow complex loan structures and processes

Ability to identify and suggest improvements in processes

Job Types: Full-time, Permanent

Pay: Php35,

• 00 - Php70,000.00 per month
  
  Benefits:
• Health insurance

Work from home
Schedule:

• 8 hour shift

Day shift

• Monday to Friday

Supplemental Pay:

• 13th month salary

Experience:

• Loan Processor: 2 years (Preferred)

* ApplyOnline Tool: 2 years (Preferred)