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Description
Key Responsibilities:
• Perform cold calls to arrange appointment and input information to assigned CRM system
• Review initial loan approval and work with borrower to gather appropriate documentation
• Collect all required documentation for the loan package and work out potential borrower's capacities, plus efficient & accurate document management of the client file (via Dropbox)
• Create a loan submission package from the client
• Submit complete files necessary for client review
• Satisfy all conditions once application has been received
• Ensure that approval falls within the established lending guidelines
• Communicate with other professionals, including banks personnel, attorneys, etc.
• Manage all client information to the system provided, including but not limited to uploading, encoding, etc.
• General clerical task, such as converting emails and documents to PDFs, manages email accounts, audit files, merging of documents from Excel to Word document, sending emails and updating information into databases, properly files documents, updates various processes, etc.
• Other related-tasks that may be assigned by client
Minimum Requirements:
• At least two (2) years of work-related experience
• Preferably but not required Bachelor of Accountancy or other related courses
• High-level of initiative, suggests process improvements
• Excellent written and spoken English
• Intermediate to advance skills in the use of Microsoft Office, inc. MS Excel, Word & PowerPoint
• High accuracy in data entry of information with high attention to details
• Keen to learn new concepts quickly and independently
• Highly motivated with exceptional work ethic and client focus
• Strong time management skills and able to work within frames
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 2
Language(s): English ,Tagalog
Availability for travel: No
Availability for change of residence: No
Key Responsibilities:
• Perform cold calls to arrange appointment and input information to assigned CRM system
• Review initial loan approval and work with borrower to gather appropriate documentation
• Collect all required documentation for the loan package and work out potential borrower's capacities, plus efficient & accurate document management of the client file (via Dropbox)
• Create a loan submission package from the client
• Submit complete files necessary for client review
• Satisfy all conditions once application has been received
• Ensure that approval falls within the established lending guidelines
• Communicate with other professionals, including banks personnel, attorneys, etc.
• Manage all client information to the system provided, including but not limited to uploading, encoding, etc.
• General clerical task, such as converting emails and documents to PDFs, manages email accounts, audit files, merging of documents from Excel to Word document, sending emails and updating information into databases, properly files documents, updates various processes, etc.
• Other related-tasks that may be assigned by client
Minimum Requirements:
• At least two (2) years of work-related experience
• Preferably but not required Bachelor of Accountancy or other related courses
• High-level of initiative, suggests process improvements
• Excellent written and spoken English
• Intermediate to advance skills in the use of Microsoft Office, inc. MS Excel, Word & PowerPoint
• High accuracy in data entry of information with high attention to details
• Keen to learn new concepts quickly and independently
• Highly motivated with exceptional work ethic and client focus
• Strong time management skills and able to work within frames
Requirements
Minimum education level: Bachelor ́s Degree
Years of experience: 2
Language(s): English ,Tagalog
Availability for travel: No
Availability for change of residence: No
Other Info
Pampanga, Central Luzon · 21 September (updated)
Work type
Full Time
Work type
Full Time
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Profitmaster BPO Inc
About the company
Profitmaster BPO Inc jobs
Pampanga, Central Luzon · 21 September (updated)
Position Loan Processor (AU Account) recruited by the company Profitmaster BPO Inc at Pampanga, Joboko automatically collects the salary of Apply, finds more jobs on Loan Processor (AU Account) or Profitmaster BPO Inc company in the links above
About the company
Profitmaster BPO Inc jobs
Pampanga, Central Luzon · 21 September (updated)