(POOLING) Loan Processor - Admin Tasks (CSA)
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
Prepares loan package documentation by sorting the initial documents submitted by the borrowers and brokers.
Ensures that updates received through the backchannel messages sent by Australian brokers and lenders are maintained in the CRM.
Facilitates the credit check requests placed by brokers.
Reviews all received documents to ensure completeness and adherence to task guidelines.
Receives and responds to all incoming e-mails.
Manages pipeline to ensure that broker and lender contact is made and accounts are noted with current status.
Helps CS team members by answering questions or assisting them with their pre-settlement or settlement files to help the overall team success.
Qualifications
Commerce/Finance degree or diploma (essential)
Australian Banking/Australian Mortgage Experience (preferred)
Exceptional written & verbal communication skills
A high level of administrative, organisational & PC literacy skills, with proven multi-tasking & prioritisation abilities
A thirst for learning and a strong desire to work in a fast-paced, ever-changing technology environment.
Additional Information
What's in store for you at Lendi?
Flex-first (Work from home) but must be willing to work onsite as needed or once 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.
& many more!
How to Flex-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.
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
Prepares loan package documentation by sorting the initial documents submitted by the borrowers and brokers.
Ensures that updates received through the backchannel messages sent by Australian brokers and lenders are maintained in the CRM.
Facilitates the credit check requests placed by brokers.
Reviews all received documents to ensure completeness and adherence to task guidelines.
Receives and responds to all incoming e-mails.
Manages pipeline to ensure that broker and lender contact is made and accounts are noted with current status.
Helps CS team members by answering questions or assisting them with their pre-settlement or settlement files to help the overall team success.
Qualifications
Commerce/Finance degree or diploma (essential)
Australian Banking/Australian Mortgage Experience (preferred)
Exceptional written & verbal communication skills
A high level of administrative, organisational & PC literacy skills, with proven multi-tasking & prioritisation abilities
A thirst for learning and a strong desire to work in a fast-paced, ever-changing technology environment.
Additional Information
What's in store for you at Lendi?
Flex-first (Work from home) but must be willing to work onsite as needed or once 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.
& many more!
How to Flex-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.