This is a remote position.
We are seeking a detail-oriented and organized Loan Applications Preparer to assist clients in preparing and submitting loan applications.
The ideal candidate will have a strong understanding of the loan application process and excellent communication skills to guide clients through the requirements.
Key Responsibilities: - Assist clients in gathering and organizing necessary documentation for loan applications.
- Review completed applications to ensure accuracy and completeness.
- Provide guidance to clients regarding loan products and eligibility requirements.
- Collaborate with financial institutions to track the progress of loan applications.
- Maintain accurate records of all client interactions and application statuses.
- Address client inquiries and provide updates throughout the application process.
- Ensure compliance with all relevant regulations and company policies.
- Stay informed about changes in lending policies and industry trends.
- Must have appointment scheduling cold calling experience - Knowledge of loan applications in Canada like Commercial Loan, BDC Loan, CBFSL Loan is preffered Requirements - High school diploma or equivalent; post-secondary education in finance or a related field is an asset.
- Previous experience in loan processing, finance, or customer service preferred.
- Strong knowledge of Canadian lending practices and regulations. - Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite and loan processing software.
- Strong attention to detail and organizational skills.
- Ability to work independently and manage multiple applications simultaneously.
Benefits - Opportunities for professional development and growth.
- Positive and supportive work environment.
- Flexible work hours.
