Loan Processing Officer

RESPONSIBILITIES

• Establish and maintain records including consolidation of information for sales team recoverable expenses
• Assist with the completion of daily tasks ie. Indexing, Allocations, Ad-Hoc Reporting, Distribution of Communications to our Introducers and Pipeline management
• Responsible in managing the shared inbox and user & product database
• Respond to Introducers accurately and in a timely manner via phone, email and chat interactions
• Work with internal partners for form changes/improvements
• Provide administration support to sales team, including IT coordination
• Assist sales team to onboard business partners to new software

SELECTION CRITERIA

• Candidate must have demonstrated 2 to 3 years experience in a similar role
• Must have previous call handling experience
• Bachelors/College Degree in Business/Administration/Management/Secretarial Studies or another related field.
• Keen attention to details
• Positive disposition and can-do attitude
• Ability to adapt to a fast-paced environment