Senior Loan Officer, Mortgage
GoodleapSalary not specified
- Full Time
- Mid-level (3 to 4 years)
A$48,000 – A$54,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a minimum of 3 years’ experience in a finance-related business, completing financial and other administrative tasks, and a background in finance, lending, or a related field. Proficiency in MS Office and strong communication and collaboration skills, particularly when interacting with loan customers, are essential, along with prior experience operating in Australia or other western countries being preferred.
Responsibilities
The Customer Service Loan Officer will prepare customer loan documents for execution via DocuSign, prepare payment files for approval, prepare customer Welcome Letters, prepare and issue customer fee invoices, process customer loan variation requests, create new customers ensuring proper loan configuration and document uploads, process transactions requiring manual intervention, update customer profiles, manage wholesale customer updates, and perform other duties as required to support the company's objectives.
Skills
MS Office
Customer Service
Loan Documentation
Payment Processing
Loan Variations
Customer Profile Management
Communication
Collaboration
Connectly
AI-powered marketing automation for e-commerce
About Connectly
Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.
Key Metrics
San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees