Lending Support Officer

Description

Data Entry & Follow up

1. Complete data entry in salesforce and lender system （g. AOL/loan app etc.） accurately
2. Assist loan officers to fill out application forms
3. Assist Loan officers and consultants to follow up with lender for application updates related matters.
4. Conduct employment/accountant verification as required

Settlement

1. Confirm loan approval amount, approval date, and settlement date and update salesforce system accordingly.
2. Assist broker to coordinate with lender for the settlement matters e.g., loan document signing and returning, settlement booking etc.
3. Liaise with loan officers and brokers to resolve settlement outstandings requirement

Loan Support

1. Order Equifax report
2. Assist broker with pricing requests for nominated lenders
3. Process valuation request as instructed by consultants or loan officer, follow up till valuation report has been completed.

Job Authority

Follow the SoP and process accordingly.

Job Requirement

Basic Requirement

Able to fulfill all duties with English

Outstanding interpersonal and communication skills

Detail oriented

Good time management and team player

Education

Bachelor’s degree, preferably majored in Finance, Accounting or other business-related field.

Experience

Fresh Graduate