Loans Processor - Customer Facing Settlements (CSE)
Loans Processor - Customer Facing Settlements (CSE)
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Salary Not Disclosed
1 Vacancy
Job Description
CSE Settlement function:
- Document Management: Collect review and validate all relevant documents from clients brokers and lenders to ensure all requirements and outstanding conditions are fulfilled within prescribed timelines.
- Loan Finalization Support: Assist in the preparation coordination and execution of lender documentation and contracts necessary to close home loan applications.
- Discharge & Issue Resolution: Facilitate the discharge process identify and resolve application issues prior to settlement to avoid delays.
- Pipeline Oversight: Actively monitor and manage settlements in your pipeline ensuring proactive follow-up and clear communication with stakeholders.
- System Documentation: Maintain accurate and detailed case notes in Salesforce to ensure full visibility and continuity across the team.
- Compliance & Best Practice: Stay informed of changes to the settlement process industry guidelines and internal policies to ensure alignment with best practices.
- Client Communication: Respond to client queries and concerns related to settlement and closing delivering clear supportive and timely guidance.
- Complex Issue Handling: Navigate and support resolution of complex issues including those related to property titles and liens.
- Stakeholder Relationship Management: Foster strong working relationships with internal teams and external partners to support seamless client experiences.
- Judgement & Escalation: Apply sound judgement in handling client files escalating matters promptly when risks or issues arise.
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 problem-solving 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. Bringing together diverse expertise innovative technology and a customer-first approach our teams work seamlessly to simplify the property journey helping Australians find buy and own property with confidence.
We support our people in a variety of ways but a few of the benefits that our people rave about include:
- A vibrant relaxed yet professional culture.
- We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration with a requirement to work from our Makati office at least once a month.
- A holistic wellbeing programs offering 24/7 support to enable our team to thrive at home and work.
- Comprehensive HMO coverage for you and one free dependent along with life insurance starting from Day 1.
- Access to 25 days of leave made up of 20 vacation days and 5 sick days.
- Monthly internet subsidy to help you stay productive at home
- Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
- Access to all government-mandated benefits including SSS PhilHealth and Pag-IBIG.
Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNAhelping us attract engage and grow the right talent while building best-in-class products. Together with our principles they guide how we collaborate support one another and make decisions to drive progress with purpose.
Were committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation stronger collaboration and a more engaging workplace.
This is an opportunity to shape the future of a fast-growing purpose-driven company thats transforming the homeownership journey.
Ready to contribute to Lendi Groups next chapter Apply now and be part of something big!
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
