Virtual Assistant - loan processorRemote Philippines

Key Responsibilities:
Receive qualified, warm leads
Handle new enquiries and understanding client needs
Take detailed briefs of client lending requirements and ensure all background information is sourced
Perform preliminary credit assessments and evaluating potential loan serviceability
Explore various lending solutions relevant to the client's needs and financial position
Present and workshop loan structures with lenders where applicable
Verify and submit credit applications through to unconditional approval 100% adherence to compliance AML & company guidelines
Prepare Mortgage Statement of Advice
Skills & Experience
1-3 years' experience within a banking or broking environment
NZ lending back office processing experience is a plus
Residential lending exposure (essential)
Second tier lending experience will be an added advantage
Has a customer centric approach and practical approach to problem solving
Strong interpersonal communication and negotiation skills
Eye for detail and improving efficiencies
Ability to transition to role and do the job straightaway
Extremely good telephone manner and ability to engage with clients over the phone
Already exposed to each bank lending criteria & guidelines or self-learner in quick time
Requirements
Other Requirements:
Philippines Resident
Excellent Broadband connectivity
Suitable remote working environment
Must have own PC device/reliable broadband and back up connection
Remote Philippines

Metro Manila
Permanent
Full-time