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Senior Loans Assistant (Work From Home) - must have Podium CRM experience

must have Podium CRM experience

₱ 40,000.00 monthly ·  Pampanga, Central Luzon ·  23 October (updated)

Cloudstaff

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247 reviews
  • Description



  • PRINCIPAL RESPONSIBILITIES:

    -Collate all applicant documentation to ensure the application meets established time frames

    -Gathering any other supporting documents for loans

    -Order property valuations

    -Prepare loan lodgements

    -Prepare RP data searches and property reports

    -Perform data validations

    -Run files through your compliance checklist

    -Verify potentially fraudulent items such as conflicting addresses and flag them back to the broker

    -Research lender offerings and prepare product comparison grids

    Loan Processing:

    -Chase lenders for status updates keeping the broker and applicant informed every step of the way

    -Chase for valuation status updates (Valex & VMS)

    -Administration and fielding calls from your applicants

    -Prepare post-settlement activities

    -Handle any rework

    -Book your appointments and manage calendars and travel schedules

    -Marketing, sales and operational support tasks

    -Key all information into broker CRM, keeping your records up to date

    -Attach scanned files to CRM records

    -Help with your lead generation, marketing, sales, and operational tasks

    Required Skills and Experience:

    -Experience working for Australian Mortgage Broker is a must

    -Appropriate educational qualifications and a minimum Cert IV in Finance and Mortgage Broking

    -Must have Podium CRM experience

    Salary Range: Php 35,000 - 40,000 basic

    Working Schedule: AU shift

    Work Location: Work From Home setup

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 3
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Senior Loans Assistant (Work From Home)

  • Pampanga, Central Luzon

  • Company

    Cloudstaff
  • Type of contract

    Permanent contract

  • Work type

    Home Based

  • Salary

    ₱ 40,000.00 monthly

  • Apply