Loan Support - WFH

Cloudstaff; Philippines; Remote; PHP 223,000 - 357,000; Full time

Benefits offered by this job

Health & life insurance

Mid-Year parties

Career advancement

ATM access

PC/Laptop provided

Free coffee & meals

VIP lounge & game rooms

Child-friendly spaces

Social clubs

International growth

Referral incentives

Wellness program

In-house psychiatrist

Employee Share Units

Dream Points program

Job summary

Cloudstaff in Philippines is seeking a Loan Processor Assistant to support loan processors from broker handover to formal approval. You will review applications, input data into Infinity, complete SOCA, draft AOL submissions, verify documents, and communicate updates to the processing team.

Responsibilities include lender follow-ups, valuation requests, discharge handling, issue escalation, and ad hoc tasks as directed by the Team Leader.

Qualifications

• Credit skills and understanding income documents.
• Infinity and SOCA experience.
• High level of computer skills.
• Work flow/systems.

Responsibilities

• Review client application and input into Infinity.
• Complete SOCA.
• AOL submission (draft).
• Review MYMF and lender checklist to confirm if any documents are missing.
• Lender follow ups – contact the lender for follow ups no greater than 2 days after submission and every 2 business days of the process.
• Complete valuation or pricing requests.
• Complete discharge and follow up with lender to confirm ready for settlement.
• Notify Team Leader of any loan application issues to resolve or escalate to senior mortgage broker if unresolved.
• Ad hoc duties as requested by Team Leader.

Skills

Credit skills

Income documents

Infinity

SOCA

Computer skills

Workflow systems

Tools

Infinity

SOCA

Job description

Job Description

To assist Loan processors with loan applications from broker hand over until formal approval.

Responsibilities & duties

• Compliance, Infinity, AOL and lender checklist – Once broker provides the loan submission to the allocated loan processor, the following tasks to be completed within 24 hours:
• 1. Review client application and input into Infinity
• 2. Complete SOCA
• 3. AOL submission (draft)
• 4. Review MYMF and lender checklist to confirm if any documents are missing
• Lender follow ups – To contact the lender for follow ups no greater then 2 days after submission and every 2 business days of the process (unless loan processor advises not to follow up). To provide the loan processing manager an update to provide the client.
• Valuation and pricing – Complete valuation or pricing requests
• Discharges – Complete discharge and follow up with lender to confirm ready for settlement
• Loan processing issues – to notify Team Leader of any loan application issues to resolve. If unable to resolve to advise senior mortgage broker associated to the application
• Ad hoc duties – as requested by Team Leader

Qualifications and Requirements

Essential Skills

• Credit skills and understanding income documents
• Infinity and SOCA experience
• High level of computer skills
• Work flow/systems

Personal qualities & behavioural traits

• Excellent communication skills
• Organised
• Energetic
• Cheerful
• Willing to learn
• Confident

Perks and Benefits

• Comprehensive health and life insurance on your 16th day of employment, covering 1 free dependent on the 16th day of employment
• Superb and exciting Mid-Year Parties – with items to give away and cash prizes!
• Endless opportunities for career advancement
• Exclusive ATM inside the office for employee's convenience
• We set you up for success with a company-provided PC/Laptop and fiber internet connection
• Look forward to weekly office perks for work from office staff – Free Coffee, Meals and Beer Fridays!
• Top notch workplace with first class VIP lounge and game rooms
• Child friendly spaces to cater to the needs of employees with children, enhancing work-life balance
• 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