Loan Processor | WFH

Cloudstaff; Philippines; Remote; PHP 480,000 - 760,000; Full time

Benefits offered by this job

Health insurance

Flexible leave credits

Career advancement opportunities

Company PC/Laptop provided

Job summary

Cloudstaff is seeking an analyst to validate loan applications using AI tools and lender calculators to ensure eligibility. The role involves efficiently reviewing a large volume of system-verified applications and maintaining clear customer communications. You will help report outcomes in the CRM and manage the team email inbox.

The ideal candidate has an analytical mindset, strong attention to detail, and experience with Excel, Google Suite, and Salesforce.

Qualifications

• Undergrad or postgraduate degree preferred.
• Analyst experience required.
• 2 years in an analyst or similar role for an Australian Financial Services company is desirable.
• Customer service experience not extensive.
• Strong verbal and written communication skills.
• High attention to detail with the ability to work under pressure and deliver quality results.
• Proficient in Excel, Google Suite and CRM software (Salesforce preferred).

Responsibilities

• Validating loan applications with AI assistance to meet lender eligibility requirements.
• Reviewing large volumes of system-verified loan applications efficiently and accurately.
• Managing customer communications in a timely and professional manner.
• Assisting with reporting outcomes into the CRM and managing the email inbox.

Skills

Analyst experience

Customer service experience

Verbal and written communication

Attention to detail

Deliver high quality results

Typing speed

Education

Bachelor's or higher degree

Tools

Excel

Google Suite

Salesforce

Job description

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

Qualifications and Requirements

• 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)

Perks and Benefits

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Flexible leave credits which may be used for vacation, emergency and sick leaves
• Quarterly perks boxes for WFH staff, offering groceries and snacks to keep you fueled
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Tech-on-wheels Support
• Participate and join our CS Social Clubs and Special Interest Groups to connect with colleagues
• International career growth and connections
• Unlimited cash incentives for hired referrals
• Mental Wellness Employee Assistance program through Lifeworks
• In-house psychiatrist available to support employees' well-being
• Become part of the Employee Share Units program
• Cloudstaff Dream Points - To be used for bidding useful items like appliances, kitchenettes etc