Loans Processor - Customer Facing Settlements CSE
Loans Processor - Customer Facing Settlements CSE
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Collect and review pertinent documents received from clients brokers and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines
- Support the preparation and execution of lender documentation and/or contracts to close home loan applications
- Assist in the discharge process including and review and resolve application issues prior to settlement
- Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file
- Accurately monitor and track settlements within your pipeline through active followup with stakeholders
- Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices
- Answer and address client questions and/or concerns related to the settlement and closing process
- Navigate complex issues related to titles and/or liens
- Build strong relationships with internal and external stakeholders to ensure a strong client service delivery
- Exercise strong judgement in client and file management; escalating issues internally when necessary
Qualifications :
- Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
- A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
- Strong interpersonal and communication skills
- Exceptional customer service and problemsolving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
- Proactive professional with strong time management skills
- Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment
Additional Information :
Lendi Group teams operate across Australia and the Philippines. Were committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending for good.
Whats in store for you at Lendi
- Partially Flexfirst (required to go to our Makati office 1x a week).
- Health Insurance (HMO) for you & 1 free dependent.
- Health & wellbeing programs.
- Generous amount of leaves (total of 25leaves 20Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)).
- Extra allowances will be given for WFH setup such as internet subsidy.
- Life insurance effective on Day 1.
- Access to training and opportunities for career progression/promotion.
- Fun & exciting monthly social clubs at the moment done virtually.
- Government mandated benefits are provided SSS Philhealth & Pagibig.
How to Flexifirst:
You must have a stable fixed internet connection (minimum 25mbps). An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop extra monitor mouse keyboard headset & laptop riser.
Were committed to building a diverse and inclusive community for everyone at Lendi Group. Creating a culture that is representative of the world we live in makes us better people and our organisation gains tangible benefits. Ultimately this creates a melting pot of creativity.
#Lendigroup
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
