Loan Processor

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Bamboo Works

WebsiteLinkedInAll Job Openings

11 - 50 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Bamboo Works is a company that specializes in providing remote staffing solutions for businesses around the world. They focus on sourcing high-quality remote talent that matches a business's specific needs, culture, and operational requirements. Bamboo Works offers services including digital marketing support, customer service, bookkeeping, accounting, and personal assistance. They provide tools like time and performance tracking software to enhance efficiency and transparency. The company prides itself on strategic local partnerships and meticulously curating bilingual talents to support their clients' operations effectively. Bamboo Works aims to save businesses time, energy, and money by streamlining recruitment processes and back-office management.

📋 Description

• Prepare, review, and process loan applications from initial submission through to settlement. • Liaise with brokers, lenders, and clients to obtain, verify, and manage all required documentation. • Accurately input and maintain client records within Infynity CRM and associated platforms (Trello, Microsoft Teams, WhatsApp). • Monitor application progress, proactively follow up on outstanding requirements, and ensure compliance with lender policies and guidelines. • Coordinate submissions and manage processes through aggregator platforms, including Finsure. • Identify potential issues early in the application process and take initiative to implement timely solutions. • Provide comprehensive administrative support to the Mortgage Broker as required. • Prepare and manage compliance documentation, ensuring all files meet regulatory and internal standards. • Follow up with clients to obtain missing documents, signatures, and additional information in a timely manner. • Track critical dates and deadlines to ensure smooth and efficient settlements. • Conduct data entry, valuations, loan processing, credit input, and preliminary credit analysis. • Maintain strict confidentiality of sensitive client and financial information at all times.

🎯 Requirements

• Minimum of 5 years experience as a Loan Processor. • Proactive mindset with the ability to take ownership, work independently, and problem-solve effectively. • Excellent written and verbal English communication skills. • Strong attention to detail with exceptional organisational and time-management abilities. • Comfortable using cloud-based systems, CRMs, and digital collaboration tools. • Self-motivated and confident in taking initiative rather than simply following instructions. • Demonstrated eagerness to learn and upskill, particularly in credit analysis. • Strong work ethic with a commitment to going above and beyond to achieve team outcomes.