167 Loan Specialist jobs in the Philippines

JOB OVERVIEW: We are seeking a skilled individual to join our team as an Account Officer. Primary responsibility will be to handle groups of clients, assisting them to avail loan provided by KAYA and collect loan payment from existing clients.

RESPONSIBILITIES: Conduct area survey and looked for prospect clients to avail loan from KAYA. Orient both existing clients and prospect clients and discuss about their loan. Evaluate loan applications determine eligibility. Guide clients through their loan application process and requirements. Analyze and verify clients data and financial information. Prepare loan documentation and ensure accuracy. Collect and record client's payment and balanced daily collection before remitting collection.

QUALIFICATIONS:

• At least Senior High School Graduate or 72 College units
• With valid driver's license
• Willing to be assigned in any KAYA operation area
• Good Communication skills and interpersonal skills
• Maintain confidentiality and adhere to ethical standards

JOB LOCATION:

• Caloocan
• San Jose Del Monte Bulacan
• Novaliches
• Payatas
• Pasig
• Marikina
• Las Piñas
• Navotas
• Malabon
• Muntinlupa

ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.

WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.

You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.

HOW YOU WILL DO IT:

• Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
• Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
• Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
• Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
• Develop sales skills to effectively present benefits of loan options and sell additional products
• Manage expectations and overcome objections with a consultative sales approach.
• Work within our lending partners' guidelines.
• Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
• Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
• Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
• Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
• Effectively manage and maintain an organized pipeline.
• Additional duties as required.

WHAT WE ARE LOOKING FOR:

We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:

• Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
• Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
• Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
• Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.

We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.

WHAT YOU NEED:

• Education: High school diploma, or equivalent required. Associates or bachelor's degree highly preferred.
• Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
• Math Skills: Basic computation skills
• High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
• Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
• Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
• Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.

Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources

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College Level or Graduate of any related business course

With 1 year field sales experience

Computer literate

Must have excellent communication, negotiation, customer service and Interpersonal skills.

Self Motivated and Result Oriented

Job Type: Full-time

Benefits:

• Company events
• Paid training
• Promotion to permanent employee

Work Location: In person

College Level or Graduate of any related business course

With 1 year field sales experience

Computer literate

Must have excellent communication, negotiation, customer service and Interpersonal skills.

Self Motivated and Result Oriented

Job Type: Full-time

Benefits:

• Company events
• Paid training
• Promotion to permanent employee

Work Location: In person

College Level or Graduate of any related business course

With 1 year field sales experience

Computer literate

Must have excellent communication, negotiation, customer service and Interpersonal skills.

Self Motivated and Result Oriented

Job Type: Full-time

Benefits:

• Company events
• Paid training
• Promotion to permanent employee

Work Location: In person

Connext Global Solutions
is a dedicated team of business process outsourcing experts and innovators, with experience in supporting world-class companies in Title and Escrow, Healthcare, Produce Distribution, Retail and Fashion, Design Consulting, and Finance.

We are currently looking for a
Loan Servicing Specialist
who will be working with Connext's Client in the United States of America.

What's in it for you?

• Competitive Compensation
• Perfect Attendance Bonus
• Life Insurance
• HMO Insurance
• Great Company Culture
• Annual Merit Increase
• 25% Night Differential

What is the job?

The
Loan Servicing Specialist
is responsible for processing of functions related to various loan types, including commercial and consumer including but answering inquiries and servicing of commercial and consumer loans, commercial insurance, maintenance processing, imaging and various other functions as assigned. The specialist is tasked with ensuring compliance with regulatory guidelines and delivering timely responses to requests.

Responsibilities:

• Process, track, and manage commercial general liability and business personal property insurance policies, bankruptcy, judgments, charge-offs, e-Oscar disputes, and commercial/consumer demand requests, ensuring accuracy and compliance.

• Maintain up-to-date records, manage tickler systems, and process collateral releases for commercial and consumer loans, including loan payoffs and credit bureau reporting.

• Provide exceptional customer service, addressing inquiries and escalated requests from both internal and external customers via phone and email.

• Collaborate with cross-functional teams to resolve issues and support operational goals, while performing quality control on loan-related processes.

• Generate monthly departmental reports, ensuring compliance with regulatory standards, and assist with internal/external audits and cross-departmental collaborations.

• Assist with preparation of Trustee documentation, trade booking files, trade ticket reviews, and management of trade file control dashboards and wire packets.

• Support ongoing departmental projects, continuous cross-training efforts, and provide assistance during annual internal and external audits.

Qualifications:

• At least one (1) to two (2) years of experience working in financial services specifically in Commercial and Consumer Loans.

• Clear and coherent in both written and verbal communication skills to interact with internal and external stakeholders, providing prompt and courteous assistance.

• Meticulous attention to detail, especially concerning quality control for various processes, ensuring accuracy and compliance.

• Must have a stable employment history.

Qualifications:

• At least Senior High School graduate
• With good interpersonal and verbal & written communication skills.
• Computer literate (MS Excel, MS Word)
• Willing to do fieldwork and deal with micro entrepreneurs
• Knows how to drive a motorcycle or is willing to learn to drive a motorcycle.
• Preferably with experience in Financial Institution

Job Responsibilities:

• Market new loan clients
• Loan processing
• Background checking
• Maintain quality loan portfolio

Schedule: Monday - Friday (6:00 AM - 3:00 PM)

What are we looking for?

The purpose of a Loan Processor Specialist is to assist Australian mortgage brokers with administrative tasks to prepare, process and track loan applications. The role requires you to communicate with relative stakeholders, prepare documentation, keep systems and CRMs updated, and follow a loan application from pre-submission to post approval within required timeframes.

Skills Required:

• Bachelor's Degree in a relevant course.
• More than 2 years of experience in the Australian mortgage broking industry specialising in AU loan processing.
• Experience in using aggregators CRM such as MyCRM, Infynity, Mercury Nexus, Flex, or Salestrekker.
• Is proficient in using IT software, Google Workspace and/or Microsoft Office including Gmail or Outlook.
• Experience using Project/Task Management Tools (e.g., , Trello, Airtable etc).

What will you do?

• Document management (collecting, renaming, organising, following up sensitive supporting documentation)
• NCCP Compliance checks and transcribing notes from summaries to detailed responses
• Calculate income for PAYG applicants
• Complete lender servicing calculators
• Data entry of client information to MyCRM
• Data entry of a loan application into MyCRM and Apply Online (AOL),  Simpology, or direct to the lender.
• Living expense analysis
• Generation of application paperwork, including those for the First Home Buyers and Discharge forms.
• Ordering Valuations based on the information provided by the broker, understanding the different types of valuations and communicating with valuation firms to discuss or escalate.
• Pricing requests across multiple lenders, for new applications and settled loans.
• Generating comprehensive credit reports and being able to interpret them.
• Assist in mitigating MIRs, Conditional Approvals and Settlement Conditions.
• Cross checking approval and settlement document to ensure the details match the clients requirements, per the submission.
• Ensuring settlement occurs on time and meets crucial deadlines.
• Initial exposure to complex loan structures and loan types (multiple applicants, multiple securities, SMSF, company and trust lending, etc)

Join the awesome team and enjoy these benefits & perks:

Benefits:

An exciting opportunity to work with largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers.

• Offers 3 weeks onsite paid training program, to help you get up to speed and excel in your role.
• Flexible Work Set up: Work from Home or Hybrid or on-site.
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• Chance to earn your CERT IV in Mortgage Broking and Finance, which could be a great way to upskill and advance your career.
• Access to knowledge base tools, resource center and training library.

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location:

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

JOIN CONNECTOS NOW

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOSCareers #JoinConnectOS 

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

#LI-JS2

• Review and verify loan applications for completeness and accuracy.
• Collect and organize necessary documentation (e.g., income verification, credit reports, tax returns).
• Communicate with applicants to request missing information.
• Ensure compliance with financial regulations and lending policies.
• Work with underwriters to assess creditworthiness and risk factors.
• Coordinate with loan officers, title companies, and other parties to facilitate loan closings.
• Maintain detailed records of loan applications and statuses.
• Address any discrepancies or issues in the loan approval process.