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Job summary
A recruitment agency in the Philippines is looking for a Loan Agent to assist clients in preparing loan applications and processing transactions. The ideal candidate will have strong customer service skills, experience in lending procedures, and excellent organizational abilities. This position requires at least a high school diploma and offers opportunities for potential relocation.
Qualifications
At least one year of experience working as a loan agent or in a 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 documents.
Determine the feasibility of granting loans and communicate with management.
Process advances, disbursements, and prepare payoff letters.
Coordinate with loan officers to obtain credit information, closings, and disperse funds.
Ensure loans are processed according to company procedures.
Maintain credit files and follow up on inquiries.
Assist administrative staff with audits.
Skills
Customer service skills
Organizational skills
Ability to handle confidential data
Experience with digital financial systems
Good computer skills
Confidentiality
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.