Job Summary
You will manage loan processing and documentation, liaise with clients and stakeholders, and provide administrative support to ensure smooth loan application and approval processes.
Responsibilities
- Input borrower data into lender systems and prepare loan applications for mortgage, business, and personal loans
- Review supporting documents such as pay slips, income tax notices, bank statements, and identification to ensure accuracy and compliance with bank and regulatory standards
- Draft, amend, and issue loan agreements, letters of offer, and disbursement documents
- Maintain organized physical and electronic client filing systems, including opening, updating, and closing files
- Serve as the first point of contact for clients by providing application status updates and following up on outstanding documents
- Coordinate with bank partners, finance officers, and credit analysts to expedite loan approvals and resolve queries
- Collaborate with conveyancers, lawyers, and government agencies to facilitate smooth loan processing
- Update client databases and tracking systems accurately
- Manage incoming calls, email enquiries, scanning, printing, mailing, and courier services
- Prepare reports on loan applications, approvals, and pending cases for management review
- Follow up on loan disbursements, insurance requirements, and post-closing items to ensure completion
Preferred competencies and qualifications
- Experience working in a financial institution, banking, or brokerage environment
- Proficiency in MS Office, especially Excel for tracking and Word for document preparation
- Meticulous attention to detail to identify errors in documentation
- Strong communication skills to effectively interact with clients and bankers
