(pooling) loans processor - Customer facing assessment (cse)Lendi Group

Company Description As Australia's fastest-growing Fintech (and one of the fastest-growing globally), Lendi Group has been steadily disrupting the mortgage industry by pioneering our best-in-class technology platform and suite of tools; competitively-priced lending products and seamless customer experience. We're currently in our next exciting phase of growth: Lendi , 'The Home of Home Loans', has arrived. Want to be part of the online home loan revolution Well, now's your chance! Our goal has always been simple: to make the home loan application process pain-free for consumers, while enabling our Lending Specialists to significantly outperform their peers with unrivalled support structures and awesome technology. Our Client Solutions team is an imperative part of this process in ensuring this outcome is achieved. Job Description Actively liaise with lenders, brokers, and clients to ensure home loan applications are accurately and expeditiously progressing from lodgment through to unconditional (formal) approval Obtain and review, through follow-up with clients, up-to-date documentation to support the review and processing of home loan applications Manage expectations and communicate regularly with clients and brokers regarding their home loan application through professional phone and/or email communication Support the broker and lender relationship by performing key steps in the home loan assessments process, ensuring a smooth experience and positively impacting client satisfaction Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file Be responsible for a pipeline of home loan applications, actively anticipate and address lender, broker, and client needs Keep informed of the home loan assessment process and requirements to ensure alignment with company and industry guidelines and best practices Build strong relationships with internal and external stakeholders to ensure a strong client service delivery Exercise strong judgement in client and file management; escalating issues internally when necessary Qualifications 3+ years of experience working in a similar role within a mortgage/finance industry; prior knowledge and experience with mortgage assessment processes is required A comprehensive understanding of financial transactions within the home loan or commercial real estate industry Strong interpersonal and communication skills Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary Proactive professional with strong time management skills Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment Experience with Apply Online and Microsoft Office Suite is considered an asset Experience using Salesforce is strongly preferred Additional Information What's in store for you at Lendi Flex-first (WFH set-up) Basic salary + allowance + additional earnings based on achieving targets Health Insurance (HMO) for you & 1 free dependent Health & well-being programs Generous amount of leaves (total of 30 leaves - 25 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)) Extra leave credits are given when you will get vaccinated Extra allowances will be given for WFH set-up such as internet subsidy Life insurance effective on Day 1 Access to training and opportunities for career progression/promotion Fun & exciting monthly social clubs - at the moment done virtually Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig. & many more! How To Flex-first You must have a stable fixed internet connection (minimum 20mbps) An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.
foundit

Philippines
Permanent
Full-time