Loan Processing & Customer Success Associate

Wisefund Finance Corporation Ortigas; Cavite City; On-site; PHP 279,000 - 502,000; Full time

Job summary

Wisefund Finance Corporation Ortigas is seeking a detail-oriented loan processor. The role involves pre-screening documents, coordinating with credit and loan processing teams, updating clients and consultants, and ensuring compliance with company policies.

The candidate should be process-driven, tech-savvy, and able to communicate effectively in English, with the ability to learn quickly and work in a fast-paced environment.

Qualifications

• Graduate of a 4-year course.
• Process oriented and technology-inclined, organized and can work in a fast-pace environment.
• Able to communicate effectively both oral and written.
• Can quickly adapt and willing to learn and be molded.

Responsibilities

• Pre-screening of documents/requirements, actual loan process, monitoring until release of loan
• Coordinate with the credit and loan processing teams to facilitate the approval of loans
• Update clients and loan consultants about the loan application and recommend action plan to better serve the Clients and Loan Consultants
• Ensure integrity and compliance to all company policies
• Run proper Masterlist and FFCC
• Follow up clients in submission of pending requirements
• Provide excellent customer service to both borrowers and loan consultants
• May be assigned to supervise other branches in case of need and necessity
• Performs other tasks as assigned by the Immediate Superior or Department Head

Skills

Communication skills

Organized

Process oriented

Tech-savvy

Fast-paced work

Education

4-year degree

Job description

Wisefund Finance Corporation Ortigas is seeking a detail-oriented loan processor. The role involves pre-screening documents, coordinating with credit and loan processing teams, updating clients and consultants, and ensuring compliance with company policies.

The candidate should be process-driven, tech-savvy, and able to communicate effectively in English, with the ability to learn quickly and work in a fast-paced environment.