
Financial Transaction Manager
6 days ago
A Day in the Life
As a Financial Transaction Manager, you will be responsible for ensuring all documents are received from clients and coordinating with clients & other parties for any missing documents. You will also be following up with lenders to ensure smooth progress of the application.
Responsibilities:
- Liaising regularly with mortgage brokers, lenders, solicitors, clients and other third parties during the application process.
- Assistance in lodging loan applications.
- Ensuring all documents are received from clients and coordinating with clients & other parties for any missing documents.
- Following up with lenders to ensure smooth progress of the application.
- Signed loan documents with the clients.
- Sending out credit guides & diary management.
- Phone and diary management.
- Management of email inbox when required.
- Providing other administrative support where required.
Requirements:
- Minimum of 2 years of experience as a Loan Processor.
- Strong communication and interpersonal skills, with a focus on client satisfaction.
- Self-motivated and disciplined, with the ability to work independently in a remote environment.
- Committed to professional development and staying current with industry practices.
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