Loan Assistant

• Prepare and lodge pricing requests with lenders on clients’ behalf
• Order and track valuations, following up with lenders and valuers
• Enter and maintain client and loan data in Apply Online (AOL)
• Pre-fill templated loan submissions for client review and sign-off
• Track application progress and outstanding conditions through approval and settlement
• Follow up on clients’ outstanding documents
• Communicate with clients, lenders and other stakeholders to resolve issues
• Maintain accurate records across client systems
• Progress toward deal structuring, serviceability assessment and scenario preparation as capability develops
• Support review of complex files and preparation of recommendations as a future growth path
• Organise client files and documentation
• Support outreach to existing clients regarding opportunities such as refinancing
• Perform ad hoc administrative tasks

Loan Assistant jobs in Philippines

Loan Processor, Broker Assistant