Loan Assessor I WFH

Cloudstaff Pty; Philippines; Remote; PHP 350,000 - 550,000; Full time

Job summary

Cloudstaff in the Philippines is seeking an Analyst to validate loan applications with AI-assisted tools, review large volumes of applications, and maintain professional customer communications. The role supports reporting in the CRM and email management, interfacing with an Australian Financial Services client.

The ideal candidate has an undergraduate or postgraduate degree, 2 years of analyst experience, strong communication skills, and proficiency in Excel, Google Suite, and Salesforce.

Qualifications

• Undergraduate or postgraduate degree preferred.
• 2 years of analyst experience in an Australian Financial Services company.
• Customer service experience (not extensive).
• Advanced verbal and written communication skills with some proven customer service experience.
• High attention to detail with ability to work under pressure and deliver high quality results.

Responsibilities

• Validate loan applications with AI-assisted checks to ensure eligibility.
• Review a large volume of system-verified loan applications accurately and efficiently.
• Manage customer communications in a timely and professional manner.
• Assist with reporting outcomes into the CRM and manage the email inbox.

Skills

Analyst experience

Attention to detail

Strong communication

Customer service

Excel

Google Suite

Salesforce

CRM software

Education

Undergraduate or postgraduate degree

Tools

Salesforce

CRM systems

Job description

• Validating loan applications with the assistance of company AI, document requirements and lender servicing calculators to ensure application meets lender's eligibility requirements
• Reviewing and assessing a large volume of system-verified loan applications efficiently and accurately
• Managing customer communications in a timely and professional manner
• Assisting with reporting the application outcomes into the CRM and management of the email inbox

• Undergraduate or postgraduate degree preferred, Analyst experience, Diserable 2 years of experience as an analyst or similar role for an Australian Financial Services company, Customer Service Experience (not extensive), Advanced verbal and written communication skills with some proven customer service experience.
• Demonstrate a high level of attention to detail with the ability to work under pressure when necessary and ability to delivery high quality results.
• Strong PC /typing skills - Excel, Google Suite and CRM software (Salesforce preferred)