Investor Servicing Coordinator

Position Type: Full Time

Location: Philippines (Remote)

Schedule: 7:30am-4:00pm CST

About the Company

Our client is a mid-sized real estate investment firm that procures private loans for investors and collateralizes the loans with properties. They pride themselves on delivering innovative financial solutions, transparent communication, and exceptional service to our growing network of private and institutional investors. Their team is driven by a shared commitment to integrity, performance, and helping our clients achieve their long-term financial goals.

About the Role

In this role, you will prepare and process loan documentation for the secured capital program. This position is currently remote-based with occasional, structured office time for initial training and future team meetings. You will join a dedicated team of professionals focused on ensuring seamless transaction paperwork and accurate documentation management.

This role is perfect for a detail-oriented professional who excels in client relations and thrives in a fast-paced financial environment.

Responsibilities

• Prepare and process loan documentation for our secured capital program, including accurately drafting mortgages, satisfactions, lien notes, and other necessary paperwork.

• Double-check and verify documents, statements, and department spreadsheets, maintaining high standards for accuracy and excellence.

• Record completed documentation accurately on county recording websites.

• File documents securely within the company’s investor servicing cloud-based system.

• Email copies of completed transaction paperwork to clients and brokers.

• Support the company’s core operations as a real estate investment firm by facilitating processes that procure private loans for investors and collateralize those loans with our properties.

Competencies and Qualifications

Must-Have

• Strong attention to detail with high standards for accuracy and thoroughness in document preparation.

• Tech-savvy with proficiency in Microsoft Word, Microsoft Excel, and Adobe Pro DC.

• Demonstrated ability to effectively manage time, meet deadlines, and work independently in a remote environment.

• Strong organizational skills and the ability to maintain accurate records in a cloud-based storage system.

• Must have a device running Windows 11 Pro.

Nice to Have

• Prior experience with document preparation in a mortgage company, insurance company, legal firm, or financial institution.

What We Offer

• 100% Remote Work

• 13th Month Pay

• Healthcare (HMO)

• Comprehensive Fringe Benefits package

• Paid Service Incentive Leave (SIL)

• Free Learning and Development Programs

Application Process

We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible.

Typically, the interview process includes a Recruiter Interview and Client Interview. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us.