Loans Processor - Customer Facing Settlements (CSE)
- Makati City, Metro Manila
- Permanent
- Full-time
- 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.
- 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
- 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.