Loan Processing Officer

1 - 4 years

7 - 8 Lacs

Posted:1 week ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role & responsibilities

Lead / Client Follow-Up, Appointment Management, Supporting Document Management, Create Diary Notes

Client setup, strong organisational skills, effective email communication, active listening, accurate notetaking

Order & Track Valuations, Order & Track Pricing Requests, Produce Funds to Complete Table, Order & Interpret Equifax Reports

Loan scenario understanding, organisational skills, task management in CRM, understanding refinance & purchase figures, experience reading credit files

Data Entry (Mercury), Data Entry (Apply Online), Email Scenarios to Customers (Structure / Proposal)

Application preparation, accuracy in data entry, understanding refinance & purchase structures, effective written communication

Lodge & Track Discharge Forms, Formal Approval & Solicitor Letters, Funds to Complete Confirmation Emails, Document Issuance & Tracking, Settlement Management, Post-Settlement Tasks

Settlement management, client retention, organisational skills, CRM task management, ability to populate & review templates for customer communication

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