Loan Application Specialist 4

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Comprehending lender requirements and the application approval process.

• Ensuring exceptional standards in data entry and loan packaging.

• Prioritizing the submission of applications.

• Responding promptly to client inquiries and information requests from lenders.

• Collecting additional necessary information and minimizing rework by accurately structuring and submitting applications.

• Inputting data into the CRM system (ApplyOnline, Mercury & BrokerEngine).

• Preparing electronic or manual lodgement application forms.

• Compiling all NCCP documents and attaching them to the customer’s CRM system.

• Gathering and organizing all required documentation for the loan package.

• Reviewing loan application documents to identify any non-compliance or missing information.

• Investigating the applicant’s credit status and current financial situation by thoroughly examining their credit report and bank statements.

• Ensuring the application adheres to the regulations and policies set by the lender.

• Ordering valuations and negotiating pricing discounts.

• Compiling supporting documents into a single loan file and submitting the application to the lender.

• Completing quality control documentation and checklists.

• Preparing FHOG/FHLDS documentation.

• Preparing and managing Discharge Authority documentation.

• Maintaining and enhancing Atelier Wealth’s internal systems and processes.

• Updating Atelier Wealth’s CRM system (BrokerEngine).

⛳️ Requirements

• A Bachelor’s degree or tertiary education, preferably in Finance, Business Administration, Accounting, or a related field.

• Experience: a minimum of 2-3+ years as a Loan Application Specialist or in a similar role; prior experience in mortgage processing, loan applications, or financial services is essential.

• Technical Skills: Familiarity with CRM systems such as ApplyOnline, Mercury, or BrokerEngine is advantageous.

• Attention to Detail: A strong focus on detail and accuracy in data entry and document preparation.

• Communication skills – proficient in written and verbal English.

• Strong cognitive abilities in verbal, numerical, and data interpretation.

• Capability to work collaboratively in a team environment and independently with minimal supervision.

• Highly organized, results-oriented, and able to manage multiple loan files at once.

• Demonstrates initiative, accountability, and a proactive approach to problem-solving.

🏝️ Benefits

• Opportunity to work in a dynamic and supportive team environment.

• Comprehensive professional development and training programs.

• Competitive salary and performance-based incentives.

• Flexible work arrangements to promote work-life balance.

• Access to various employee wellness programs and resources.