Position Summary:

The Loan Administrator will support the Lending Manager in managing loan application workflows and conducting initial applicant assessments. This role is essential for ensuring smooth and compliant processing within the finPOWER CRM system and helping clients through the lending process. The ideal candidate will demonstrate strong organizational skills, attention to detail, and a customer-focused approach to handling inquiries and document collection.

Job Details:

Onsite – Bridgetowne, Pasig
Wednesday to Sunday | 10 AM to 7PM NZT
*Following New Zealand Holidays

Responsibilities

Loan Application Workflow Management: Manage the loan application workflow within the finPOWER CRM system, ensuring accurate tracking and timely processing.
Affordability and Suitability Review: Analyze customers’ bank statements to assess affordability and suitability according to established lending criteria.
Credit Enquiries: Conduct and review credit checks via Centrix, following lending guidelines to evaluate applicant eligibility.
Customer Communication: Maintain effective communication with applicants via email, requesting additional information and supporting documents as needed.
Document Organization: Create and maintain customer folders, saving essential supporting documents such as photo identification and proof of address.
Email Enquiries Management: Respond promptly to inbound email inquiries, providing information and support to potential loan applicants.
Data Entry: Enter customer information for referred applications from finPOWER into the ZOHO CRM system to maintain accurate and up-to-date records.

Qualifications

Experience: Previous experience in loan administration, customer service, or data entry
Proficiency in data entry and use of CRM systems (experience with finPOWER and ZOHO is an advantage).
Strong attention to detail and organizational abilities.
Basic understanding of financial documents and lending criteria.
Excellent written communication skills to interact professionally via email.