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US Loan Officer - night shift, WFH

night shift, WFH

₱ 40,000.00 monthly ·  Pampanga, Central Luzon ·  7 May (updated)

Cloudstaff

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271 reviews
  • Description



  • Job Description or Candidate Qualifications (MUST HAVE):

    1. Assist the Finance Specialists with all aspects of loan processing and administration, from lead to settlement.

    2. Ensuring data ACCURACY. Uploading all relevant information, notes, attachments, and tasks as per workflows.

    3. Liaising with the lender to ensure loan is progressing.

    4. Liaising with Finance Specialist and related parties with updates/info.

    5. Preparing customer documentation request and following up progress accordingly.

    6. Preparing Application.

    7. Arranging valuation and return.

    8. Checking loan contracts, ensuring loans are set up correctly and facilitating signing and return of contracts to lender.

    9. Maintaining customer database is accurate and up to date with notes and progress.

    10. Maintaining file hygiene and attending weekly team meetings.

    11. Ensuring all allocated TASKS are completed daily, and where not able to complete on the allocated date, the Finance Specialist or Manager is advised.

    12. Checking the compliance of Finance Specialists as per checklist before entering loan to ensure each file is 100% compliant.

    13. Liaising with lender to confirm the loan structure is correct.

    14. Preparing settlement letter with full details of the customer loan structure and account number(s) for the Finance Specialist to send.

    15. Creating and providing customer with a clear disbursement schedule, as well as settlement and repayment details.

    16. Ensuring customer and loan details are correct.

    17. Completing Post Settlement Checklist

    Skills Essential for the Candidate (MUST HAVE):

    - Positive mindset : Task Orientated : Proactive : Customer Driven

    - 1 - 3 years relevant experience in administrative financial services, or associated industries, with lending knowledge preferable.

    - An understanding of end to end finance.

    - An understanding of general lending processes.

    - An understanding of multiple bank policies and the associated lending requirements.

    - Ability to learn and structure residential mortgage transactions, with supporting documents, while - complying with the National Consumer Credit Protection (NCCP).

    - Ability to deal directly with clients, bank BDM’s, credit teams and internal stakeholders.

    - Great language and grammar skills both oral and written

    - Relevant technical and/or related industry qualifications (Business, Financial Services, Investment or Property Industry) is advantageous.

    - A high level of computer skills.

    - Systems and process driven.

    - A sense of urgency and the ability to prioritize key tasks.

    - Excellent interpersonal communication skills.

    - Excellent written and oral communication skills.

    - A passion for customer service.

    - Ability to work autonomously.

    - Ability to work as part of a team and excel individually to exceed business goals.

    - Excellent presentation skills.

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 2
  • Availability for travel: No
  • Availability for change of residence: No
  • OFERTA_DISCAPACIDAD OFERTA_DISCAPACIDAD_YES

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Job summary

  • US Loan Officer

  • Pampanga, Central Luzon

  • Company

    Cloudstaff
  • Type of contract

    Permanent contract

  • Work type

    Home Based

  • Salary

    ₱ 40,000.00 monthly

  • Apply