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Loan Processor

Posted 7 days agoViewed

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💎 Seniority level: Prior experience in loan processing or a related field.

📍 Location: Philippines

💸 Salary: 900.0 - 1100.0 USD per month

🔍 Industry: Loan processing

🏢 Company: Elevate and Delegate

⏳ Experience: Prior experience in loan processing or a related field.

Requirements:
  • Prior experience in loan processing or a related field.
  • Proficiency in Microsoft Office Suite including Excel, Outlook, Word, OneDrive, SharePoint, and Teams.
  • Strong understanding of loan application workflows and requirements.
  • Excellent data entry and documentation skills.
  • Familiarity with CRM tools, particularly Pipedrive, including the Projects module.
  • Effective communication and client service skills.
  • Experience in remote loan processing roles preferred.
  • Experience with SBA loan underwriting highly preferred but not mandatory.
  • Ability to handle confidential information with discretion.
Responsibilities:
  • Collect and review client documents for loan applications.
  • Verify client information, including credit reports and financial documents.
  • Ensure all client data is accurately entered and updated in the CRM system.
  • Track and monitor loan application stages to ensure timely processing.
  • Communicate with clients to follow up on missing information or documentation.
  • Collaborate with internal team members to gather and manage required information.
  • Provide administrative support to leadership.
  • Manage and update CRM systems.
  • Assist in scheduling meetings and task coordination.
  • Maintain organized records and documentation for ongoing projects.
  • Utilize Microsoft Office Suite for document creation and data management.
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