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Loan Processor Trainer

Ma Financial Group

Ma Financial Group

Metro Manila, Philippines
Posted on Apr 24, 2025

The Loan Processor Trainer will support the Finsure Broker Academy (the mentoring program designed for New to Industry Brokers). The trainer will also be required to support the rest of the Learning and Development team (Infynity Training and Wikibroker Credit Concierge) as and where required for:

Planned leave absences

Unplanned leave absences

Termination of staff

Peak workloads

Duties & Responsibilities:

  • File Review support
  • Fresh Desk ticket assistance with general enquiry from Finsure Broker Support regarding Academy interviews, MFAA renewal forms, terminations etc.
  • Academy Onboarding - New Broker Academy Broker Checklist to be followed
  • Monthly Mentor Fee Audit
  • Trigger Compliance Audit pending Academy Broker Graduation / removal from File review task / Change of Mentor tiers / File investigation.
  • Update of outdated Learning Materials including Powerpoints, logos & dates etc
  • Train other staff in the Philippines & Australia [& our customers in Australia as required] on the use of our proprietary software platform Infynity
  • Other tasks, as assigned by People Leader of the team or by the Head of People & Development at Finsure

Knowledge, skills-set and experience required:

  • Medium level experience with use in spreadsheets
  • Ability to quickly form relationships with new members
  • Meeting of required processing timeframes as advised by your Management
  • Ability to work in a fast-paced environment
  • Ability to time-manage
  • Attention to detail with a high level of accuracy
  • At least 2 year(s) of working experience in related field is required for this position
  • Ability to move between departments as required by the business