Loan Admin (Finance/ Bank/ Administration/ Processor/ Assistant)

Our company would like someone with some life and ambition not someone who sits and waits for things to happen.

We are looking for the obvious ethical hard worker with a real understanding of finances like everyone else however we want to also work with someone who wants to grow and be challenged to further their finance career. We will provide

hand on trainings so that you can settle into the position successfully.

Key tasks:

1. Collect loan application and documents from clients

- Manage correspondences (e-mails, letters, etc.)

- Maintaining client databases and profiles

- Understand client's needs and objectives

2. Review and process client ‘s loan and submit to lender for approval

- Finding Policies and Lending Solutions

- Attend to all aspects of customer service and assistance including queries regarding change & variation

- Create and maintain electronic filing systems

- Ensuring the confidentiality and security of files and filing systems

- Data entry and convert files

- Drafting/Filling of different documentation/forms

- Identify any potential issues with the loan application and address them in a timely manner

- Lodgement of loan applications

3. Constantly follow up with clients and lender about submission status of the loan, making sure the loan is closed

property and on time

- Work with Brokers/banks/assessors/Business Development Managers to get loan approvals

- Work with your back-office support team to progress files to settlement.

Skill set, experience and personal traits

- Excellent English

- Customer service driven

- Friendly and capable with good people skills for dealing with clients

- Confident and able to handle responsibility.

- Highly organised and trustworthy.

- Strong on detail and good with paperwork and filing.

- Be able to work as part of a small team.

- Strong research and communication skills

- Thorough, precise and have great attention to detail - you have an analytical mind

- You care about your clients and helping them achieve their financial goals and aspirations

- Ability to work under pressure and meet deadlines

- Able to work in a team environment to support each other plus working as individual and take ownership for

assigned tasks

- Enjoy numbers crunching