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Loan Assessor

Description:

  • Perform a general evaluation of an application (financial documents, mortgage type etc.)
  • Help client choose the most appropriate mortgage
  • Gather all important data from client (assets, debts etc.)
  • Verify information and references by contacting the right sources
  • Correct mistakes and investigate inconsistencies
  • Submit completed loan files for appraisal
  • Act as point of contact between loan officers, underwriters and clients
  • Conduct a final review of the file before closing



Requirements:

  • Preferably a Bachelor’s Degree in any Business-related Studies like Management, Finance or Accounting.
  • Proven experience as a mortgage loan processor or similar position
  • Experience with an Australian account and/or company will be an advantage.
  • Experience in mortgage loan applications and working closely with clients
  • Experience in collecting and verifying client’s financial data and compile it into a loan application.
  • Ability to understand and maintain excellent service levels according to company desired standards.
  • Experience in inbound and outbound calls.
  • Ability to multi-task and prioritize effectively.
  • Able to work within defined business processes and deadlines.
  • Excellent customer service orientation.
  • Fluent in English with excellent oral and written communication skills.
  • Ability to either work independently and within a team environment.

Salary: ₱20000 - ₱25000
Address: Clark