Loan Consultant Coordinator
Full-time
Cepat Kredit Financing Inc.
The Loan Consultants Coordinator plays a key role in supporting and managing relationships with assigned Loan Consultants. This position ensures smooth daily operations, timely account submissions, and consistent consultant productivity aligned with sales goals.
Key Responsibilities
Relationship Management
- Act as the primary point of contact for assigned Loan Consultants.
- Provide hands-on guidance in loan processing, documentation requirements, and system navigation.
- Build strong, professional relationships to support consultant satisfaction, engagement, and retention.
Operational Support & Monitoring
- Ensure all activities and submissions from Loan Consultants comply with company policies and loan guidelines.
- Maintain organized and updated performance records, reports, and activity logs.
Communication & Coordination
- Share product updates, policy changes, and marketing campaigns with Loan Consultants.
- Gather consultant feedback and relay relevant insights to management to improve processes and support.
- Assist in the coordination and execution of training sessions and engagement initiatives for LCs.
Performance Improvement
- Identify underperforming Loan Consultants and help implement action plans to improve productivity.
- Support the Senior Loan Consultants Relations Officer in coaching new or struggling consultants.
- Assist in tracking incentive programs and verifying consultant eligibility for rewards.
JOB SPECIFICATIONS
Educational Requirement : Bachelor’s degree related to the position
Work Experience : 2-3 years of account management
JOB COMPETENCIES
Management/ Leadership: Proven ability to lead and supervise teams in the financial industry, providing guidance, support, and feedback to ensure high performance. Skilled in motivating team members, resolving conflicts, and fostering collaboration to achieve organizational goals.
Functional: Process-oriented, Organized, strategic decision-making skills
Personal: Presentable and exceptional verbal and written communication skills
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Loan Consultant Coordinator in Pasig vacancy
- ...The LC Relations Officer provides direct support and relationship management to assigned Loan Consultants. The role focuses on daily coordination, monitoring of account submissions, and ensuring LC productivity and engagement in line with sales targets. Key Responsibilities...
- ...Relations Manager provides strategic leadership in managing the Loan Consultant (LC) network. The role focuses on developing and... ...the LC Relations unit. Collaboration and Oversight Coordinate with Operations, Credit, and Marketing teams to ensure smooth...
- ...Description Key Responsibilities: 1. Loan Sales & Client Acquisition Actively market and promote business loan products starting... ...notices to clients with delayed or unpaid accounts. Coordinate delinquent cases with management and recommend actions. Qualifications...
- ...Description Review loan applications and verify documentation for accuracy and completeness. Input and manage loan processing... ...regulations and company policies throughout the loan process. Coordinate with underwriters and other stakeholders to facilitate loan...
- ...end administration and servicing of bank loan assets, ensuring the accurate onboarding... ...settlement. The position requires close coordination with brokers, agent banks,... ..., banking, corporate lending, audit, or consulting environments. You hold a Diploma or Degree...
- ...Assess borrower needs, evaluate loan applications, and provide excellent service. Evaluate and approve loan applications. Assess clients' financial backgrounds and credit risks. Provide guidance on loan options and terms. Maintain strong relationships with...
- ...JOB SUMMARY: Assists clients in applying for housing loans with partner banks to facilitate full payment of their purchased property. Ensures that bank financing accounts are properly applied and processed according to standard procedures and timelines. Processes...
- ...mentoring staff in providing administrative support to the Frontline Teams, particularly in the preparation and timely submission of bank loan applications and the review of Letters of Guarantee. JOB QUALIFICATION: ~ Bachelors Degree in any 4-year course; preferably...
- ...written and verbal communication skills. Ability to thoroughly review documents for accuracy and completeness. Ability to explain loan terms, conditions, and processes clearly. Duties and Responsibilities Discuss and confirm the approved loan amount, terms,...
- ...We're looking for a detail-oriented and proactive Loan Processing Officer to support an offshore mortgage broking operation serving... ...settlement — ensuring accuracy, compliance, and smooth lender coordination. Key Responsibilities: Manage end-to-end mortgage...
- ...Description Assist clients in applying for loans and navigating the lending process. Evaluate loan applications and determine applicant eligibility based on predetermined criteria. Build and maintain positive relationships with clients to enhance customer satisfaction...
- ...DUTIES AND RESPONSIBILITIES: Ensure timely processing and release of loans in compliance with established turnaround times. Secure the completeness and authenticity of the requirements needed prior to release. Discuss and confirms the approved loan amount, terms...
- ...Role: Marketing of Business Loan. Targeting Small and Medium Sized Enterprises (Mag hahanap ng mga Negosyanteng Gusto at Qualified Umutang ng 50K - 300K) Conducts credit investigation, background checking, and neighborhood checking, which includes verifying information...
- ...COMPANY PROFILE : A finance company that provides loan and financing services for individuals and businesses, specializing in auto loans and other credit-based purchases. The company offers various financial products and services to help consumers realize their financial...
- Client Profile: The company is a manufacturing firm established in 2006 that provides technical and operational solutions to its clients. Industry: Manufacturing Company Salary: Php 20,000 - Php 25,000 Location: Pasig City Work Schedule: Monday - Friday Work...
- ...responsible for managing post-closing activities and supporting ongoing loan servicing functions to ensure accuracy, compliance, and timely... ...documents, corrections, and post-closing conditions Coordinate loan boarding and ensure accurate data entry Manage loan servicing...
- ...JOB TITLE: MORTGAGE UNDERWRITER- US LOANS WORK ENVIRONMENT: Office setting with occasional opportunities for remote work. REPORTING STRUCTURE: Reports to the Mortgage Underwriting Manager. SALARY: Salary is based upon candidate experience and qualifications, as...
- ...About the Role We are seeking a detail-oriented Mortgage Loan Processing Specialist to support our U.S. home loan operations... ...loan files meet investor, lender, and regulatory guidelines Coordinate with loan officers, underwriters, title companies, and third parties...
- ...Fulltime About the Role We are looking for a motivated and detail-oriented Underwriting Support Associate to assist our U.S. loan underwriting team. In this role, you will play a key part in supporting underwriting decisions by reviewing documentation, preparing...
- ...COMPANY PROFILE : A finance company that provides loan and financing services for individuals and businesses, specializing in auto loans and other credit-based purchases. The company offers various financial products and services to help consumers realize their financial...
- ...Assists clients in applying for housing loans with partner banks to facilitate full payment of their purchased property. He/She ensures that bank financing accounts are properly applied and processed according to standard procedures and timelines. Processes bank financing...
- ...Inquirer and Statista’s The Philippine Best Employers for 2023, 2024, & 2025) CANDIDATE SHOULD HAVE A STRONG & SOLID BACKGROUND IN LOAN SALES "Please do not apply in case NO related work exposure IN BANKS OR FINANCIAL SERVICES" LOAN SALES UNIT HEAD - MC...
- ...The Sales Consultant is responsible for generating leads, promoting company products, services, and franchise opportunities, and converting... ...inquiries, closing sales transactions, and ensuring proper coordination with internal departments for order processing and service...
- ...The Franchise Consultant Will Assist In Franchise Acquisitions And Provide Guidance To Potential Franchisees Throughout The Application... ...regarding franchise opportunities. Franchisee Support And Coordination Serve as the point of contact for franchise-related...
- Broker Support Officer (Australian Home Loans) Position Overview The Broker... ...operational support to our client’s mortgage consulting services. This role is focused on... ...applications efficiently through each stage . Coordinate loan settlements and discharges to...
- ...Job Summary The Assistant Design Coordinator supports the delivery of compliant, high quality waterproofing design documentation across... ...in design coordination, project management or waterproofing consultancy ~ Proficient in AutoCAD and Bluebeam for drafting, markups...
- ...What is your mission? We are looking for a highly organised Project Coordinator to provide administrative, documentation, procurement, and operational support for construction projects. This role is responsible for Procore administration, purchase order and change...
- ~Job Purpose: The SAP FI Consultant is responsible for the analysis, design, configuration, implementation and support of the SAP FI areas... ...testing of client customized requirements ~ May lead and coordinate the work of a small team ~ Understand and apply the group company...
- ...We’re looking for a driven and practical Business Development Consultant to help us grow our impact in our Philippines office. If you... ...sales to execution and maintain high-quality deliverables. # Coordinate with the finance team to monitor project revenue, ensure accurate...
- ...Reads all the documents turned over by the Special Projects Department (SPD) once the project is awarded to PDI; Coordinates with the consulting team for the project briefing; Coordinates with the client for the inception meeting; Prepares the documentations...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Loan Consultant Coordinator. Be the first to apply!
