Overview
Individual should be focused with hands-on administrative and customer service experience and knowledge of the loan application process from the initial enquiry to document completion. Be the first point of contact for customers, helping them understand the process, answering questions and ensuring applications are accurately and efficiently prepared for assessment.
The successful candidate will be comfortable working with customers, handling confidential financial information, making phone calls, completing administrative tasks and managing multiple loan applications and tasks at different stages of the process while supporting the department and customers.
ESSENTIAL FUNCTIONS
• Respond to customer enquiries by phone, email and other communication channels in a professional and friendly manner.
• Explain loan processes, requirements and next steps clearly to customers.
• Receive and process new loan applications and customer enquiries.
• Complete the initial customer profile and loan application setup accurately.
• Collect, review and organize supporting documentation required for loan applications.
• Check applications to ensure all required information and documents are present.
• Follow up with customers where information or documentation is outstanding.
• Maintain accurate and up-to-date customer and loan records.
• Enter and update information in internal systems and databases.
• Provide administrative support to the Loans and Finance team.
• Liaise with customers to clarify information and resolve straightforward queries.
• Maintain confidentiality and handle customer financial information with care.
• Follow internal policies, procedures and compliance requirements.
• Assist with general administrative duties within the Loans & Finance department.
• Attend to Finance Email and respond appropriately
• Any other duties assigned
QUALIFICATIONS AND SKILLS
• Associate Degree and/or a minimum of 3 years administrative work experience
• Proficient in Microsoft Office
• Customer-focused and genuinely enjoys helping people.
• An excellent communicator with a confident and professional telephone manner.
• Highly organized and able to manage multiple applications and priorities.
• Detail-oriented, particularly when checking documents and data entry.
• Comfortable working with financial information and administrative systems.
• Proactive about following up outstanding information and keeping applications moving.
• Able to explain information clearly to customers from a range of backgrounds.
• Reliable, professional and able to maintain confidentiality.
• A team player who is willing to assist wherever needed.
• Comfortable learning loan products, processes and internal systems.
• Punctual with strong attendance history
• Previous experience in customer service, lending, loan administration
• Experience working with loan applications or financial documentation is highly desirable, but we are also willing to consider a strong administrative or customer service candidate who has the right attitude, attention to detail and willingness to learn.
Send resume to lleung@mwmglobalhld.com BVI Belongers Preferred