Loans Processor - Customer Facing Settlements (CSE)
Lendi Group
Full-time
On-site
Makati Metro Manila Philippines
Company Description
Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.
Job Description
Collect and review pertinent documents received from clients, brokers, and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines
Support the preparation and execution of lender documentation and/or contracts to close home loan applications
Assist in the discharge process including and review and resolve application issues prior to settlement,
Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file
Accurately monitor and track settlements within your pipeline through active follow-up with stakeholders
Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices
Answer and address client questions and/or concerns related to the settlement and closing process
Navigate complex issues related to titles and/or liens
Build strong relationships with internal and external stakeholders to ensure a strong client service delivery
Exercise strong judgement in client and file management; escalating issues internally when necessary
Qualifications
Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
Strong interpersonal and communication skills
Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
Proactive professional with strong time management skills
Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment
Additional Information
Lendi Group teams operate across Australia and the Philippines. We’re committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending, for good.
What's in store for you at Lendi?
Partially Flex-first (required to go to our Makati office 1x a week).
Health Insurance (HMO) for you & 1 free dependent.
Health & well-being programs.
Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)).
Extra allowances will be given for WFH set-up such as internet subsidy.
Life insurance effective on Day 1.
Access to training and opportunities for career progression/promotion.
Fun & exciting monthly social clubs - at the moment done virtually.
Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.
How to Flexi-first:
You must have a stable fixed internet connection (minimum 25mbps). An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.
We’re committed to building a diverse and inclusive community for everyone at Lendi Group. Creating a culture that is representative of the world we live in makes us better people, and our organisation gains tangible benefits. Ultimately, this creates a melting pot of creativity.
#Lendigroup
Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.
Job Description
Collect and review pertinent documents received from clients, brokers, and lenders to ensure all requirements and outstanding conditions on files are met within the prescribed timelines
Support the preparation and execution of lender documentation and/or contracts to close home loan applications
Assist in the discharge process including and review and resolve application issues prior to settlement,
Capture detailed notes of your activity within Salesforce to ensure accurate documentation for each file
Accurately monitor and track settlements within your pipeline through active follow-up with stakeholders
Keep informed of the settlement process and requirements to ensure alignment with company and industry guidelines and best practices
Answer and address client questions and/or concerns related to the settlement and closing process
Navigate complex issues related to titles and/or liens
Build strong relationships with internal and external stakeholders to ensure a strong client service delivery
Exercise strong judgement in client and file management; escalating issues internally when necessary
Qualifications
Preferably at least 2 years of experience working in a similar role within a mortgage/finance industry or anything similar; prior knowledge and experience with mortgage assessment processes is required
A comprehensive understanding of financial transactions within the home loan or commercial real estate industry
Strong interpersonal and communication skills
Exceptional customer service and problem-solving skills with the ability and drive to coordinate with multiple stakeholders and escalate issues internally when necessary
Proactive professional with strong time management skills
Technology and computer savvy with the ability to navigate and communicate with multiple parties within a virtual environment
Additional Information
Lendi Group teams operate across Australia and the Philippines. We’re committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending, for good.
What's in store for you at Lendi?
Partially Flex-first (required to go to our Makati office 1x a week).
Health Insurance (HMO) for you & 1 free dependent.
Health & well-being programs.
Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)).
Extra allowances will be given for WFH set-up such as internet subsidy.
Life insurance effective on Day 1.
Access to training and opportunities for career progression/promotion.
Fun & exciting monthly social clubs - at the moment done virtually.
Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.
How to Flexi-first:
You must have a stable fixed internet connection (minimum 25mbps). An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.
We’re committed to building a diverse and inclusive community for everyone at Lendi Group. Creating a culture that is representative of the world we live in makes us better people, and our organisation gains tangible benefits. Ultimately, this creates a melting pot of creativity.
#Lendigroup