Offer summary

Qualifications:

High school diploma or equivalent, Experience in loan processing or finance preferred, Strong knowledge of Canadian lending practices, Excellent written and verbal communication skills, Proficient in Microsoft Office and loan processing software.

Key responsabilities:

Assist clients in preparing loan applications

Review applications for accuracy and completeness

Provide guidance on loan products and eligibility

Collaborate with institutions to track applications

Maintain records of client interactions and compliance

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Job description

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.