A recruitment agency in the Philippines is looking for a loan agent responsible for preparing loan applications, processing advances, and ensuring compliance with company procedures. Candidates should have at least a high school diploma, proven customer service skills, and the ability to manage confidential data professionally. Relocation or stay-in options are available.
Qualifications
At least one year of experience as a loan agent or similar role.
Knowledge of lending procedures and financial documentation is a plus.
Ability to work on multiple tasks at once.
Responsibilities
Prepare applications for loans by compiling and reviewing relevant documents.
Determine feasibility of granting loans and communicate with management if required.
Process advances and disbursements, and prepare payoff letters.
Skills
Customer service
Organizational skills
Digital financial systems
Confidential data handling
Computer skills
Education
High School Graduate
Job description
Responsibilities
Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents.
Determining the feasibility of granting loans and communicating with management if required.
Processing advances and disbursements, as well as preparing payoff letters.
Working closely with loan officers to obtain credit information, coordinate closings, calculate closing costs, and disperse funds for clients.
Ensuring loans are processed as per established company procedures and policies.
Assisting in maintaining various credit files and following up on client inquiries.
Assisting administrative staff with periodic audits.
Qualifications
At least a High School Graduate
At least one year of experience working as a loan agent or a similar role.
knowledge of lending procedures and financial documentation is a plus.
Ability to handle confidential data ethically and professionally.
Excellent customer service skills.
Experience working with digital financial systems.