Job Title

Loan Processing Associate

Company: EBPO


Accounting, Banking & Management

Job Description

# Duties and Responsibilities

  • Provide on-going administrative support to our Finance Department
  • Assist our Loan Consultants process loan applications, including data entry, ordering valuations, pricing requests, uploading, scanning and copying as required
  • Collate, manage and verify application supporting documents
  • Follow up lodgements, process discharges and organise settlements
  • Maintain client files in CRM/Database
  • Provide ongoing professional client support post-approval and settlement.
  • Liaise, resolve and follow up on correspondence, queries and issues that arise with clients, referral sources, solicitors and lenders on a daily basis

# Requirements

  • At least 1 year’s minimum experience in a similar role
  • A degree in finance, accounting or other business related
  • High attention to detail
  • Knowledge of cloud-based applications and Highly Proficient in Microsoft products
  • Strong Communication skills in English language and Analytical knowledge
  • ability to work under minimum supervision



Skills Required

AAT Completed ACA ACCA Behaviour Handling CIMA Client Management Computerized Accounting Email & Appointments File Management Financial Planning Microsoft Office Office Administration Planning & Organising


Monday       Tuesday       Wednesday       Thursday       Friday

Preferred Languages


Work Experience

1+ years

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