Job Categories
Job Title
Loan Processing Associate
Company: EBPO
Category
Finance & Accounting
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
Location
Colombo
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
Availability
Monday Tuesday Wednesday Thursday Friday
Preferred Languages
English
Work Experience
1+ years