What You’ll Do
- Act as the first line of operational quality control for incoming loan applications.
- Review applications against SOP checklists to identify missing information (e.g., financials, ID documents, supporting documents).
- Validate customer information and documents to ensure it is "decision-ready" for the Delegated Credit Authority.
- Liaise with brokers and customers to gather outstanding requirements.
- Once the client bank approves the loan, you own the "Last Mile" to settlement.
- Manage stakeholders (Solicitors, Vendors, Brokers) to ensure funds are booked and settlement occurs on time.
- Coordinate post-settlement operations, including Loan Variations, Product Switches, and Discharge requests.
- Provide real-time support to borrowers and brokers via live chat and email, answering inquiries regarding status, payments, and loan mechanics.
- Identify friction points in our SOPs or software platform and provide feedback to the Product and Engineering teams to help automate the process further.
Who You Are
- Prior experience in Banking Operations, Loan Processing, in a high-volume Admin/Support environment.
- Experience with customer support (Live Chat/Email) is highly valued.
- Exposure to PEXA, Loan Origination Systems, or legal settlement processes is a plus.
- A Process Thinker: You thrive on logic and order. You can follow a detailed SOP for a Business Loan one week and a Residential Mortgage the next, maintaining high accuracy in both.
- Operationally Agile: You are comfortable working in a role that requires "context switching"—moving from a detailed document check to a live chat with a customer.
- Tech-Native: You are comfortable working entirely within a software platform. You view banking not as "paperwork" but as a series of digital workflows.
- A Clear Communicator: You can explain a "missing document" requirement to a broker or a "settlement delay" to a solicitor clearly and professionally.
- Team Oriented: You are open to working in a rotation system, building deep skills in specific sub-teams (Business vs. Residential) as required by volume.
Top Skills
What We Do
Constantinople is the first of its kind: an all-in-one software and operational platform for banks. We host and manage your bank’s customers directly on our cloud-native infrastructure. We support a full-suite of banking products which are branded as your own, together with all operational services needed to run your bank. Constantinople’s state-of-the-art platform frees you from running expensive infrastructure and replaces manual operational and compliance processes with automation at scale. By removing the operational complexity of banking, Constantinople allows you to focus on your customers and the business of banking. Get in touch: https://www.cxnpl.com/







