Job Description

Job Purpose: The Loan Admin Officer is accountable for the loan lodgement and loan tracking processes. The LoanAdmin Officer must ensure the timely and accurate processing of loan applications with high levels of client satisfaction within defined service levels and process steps. The Loan Admin Officer will provide support to a client's Australian staff and undertake other tasks as required.Key Accountabilities:

• Understanding the core business activities

o Understand different types of loanso Understand the loan broking processo Understand requirements of lenders & their checklistso Understand property valuations

• Business processes pertaining to Loan Lodgement

o Understand structure of a loan applicationo Conduct serviceability/affordability calculation for various lenderso Complete and lodged new customer application to lender for residential loanso Use efficiently all systems used to process loans and manage customers

• Business processes from Unconditional Approval - Settlement

o Follow up with lenders at each stage to ensure the loan is moving smoothlyo Follow up with property valuers to ensure the loan is moving smoothlyo Liaison with external stakeholders - banks, solicitors, & real estate agents, to ensure smooth settlementProcesses/Duties:

• Lodgement, prepare files, and follow up on missing information

o Preparing customer packs for meetings & sending Welcome packso Creating new customer/loan records via CRMo Ensuring fact find, supporting docs, authorities and risk profile are completed properly and signedo Manage physical supporting documents & collate missing informationo Data enter application data in CRM & ApplyOnlineo Preparation of various documents such SOA, PCAR, Credit Proposal and Forms incompliance to Lender's regulationo Ordering of upfront valuation and property reportso Ensure notes are made in CRMo Following up all aspects of the process ensuring smooth closings. This includes working on checklists, and all remaining CRM Queue items tasks which includes phone calls to banks, solicitors etc.

• Unconditional Approval - Settlement process

o Complete entire process from Unconditional Approval to Settlemento Liaison with external stakeholders; banks, solicitors, real estate agent to ensure smooth settlemento Organising required documentation from various parties to ensure settlemento Organising appropriate offset accounts with the various branches/personal bankerso Providing correct account access to customerso Organising conference calls/phone meetings to handover customer queries to the appropriate area/post settlemento Notifying customers of the settlement confirmation

• Customer & lender communication

o Follow up with the customer for all necessary documentationo Send loan pack by email to lender after lodgemento Follow up with lenders to ensure all loan pack info is received by lendero Follow up with lenders at each stage to ensure the loan is moving smoothlyo Liaison with loan writer to ensure the loan progresses as the original submission

• Post-settlement customer service

o Top up loans/variations/increaseso Loan switch process/changing loan types, etc.o Resolving banking issues by liaising between the bank & customero Assist with various services the business may offer to a customer during the variation processes

• General administration

o Maintain various network folderso Create Word, Excel docs as requiredJob Type: Full-timeSalary: Php25,000.00 - Php45,000.00 per monthBenefits:

• Additional leave
• Company Christmas gift
• Company events
• Health insurance
• Opportunities for promotion
• Paid training
• Pay raise
• Promotion to permanent employee
• Work from home

Schedule:

• 8 hour shift
• Day shift
• Early shift

Supplemental Pay:

• 13th month salary
• Overtime pay
• Performance bonus
• Quarterly bonus

Ability to commute/relocate:

• Ortigas Pasig: Reliably commute or planning to relocate before starting work (Preferred)

Expected Start Date: 06/06/2022