26 May 2021
Loan Admin with Australian Background (Income and Borrowing Capacity Review)


Beepo is a Probe Group company, a full service Australian owned outsourcing company. With 12,600 people and over 15,000 deployed workstations across 6 countries. Making Probe the largest and most diverse Australian owned customer experience outsourcing provider. 
Our Beepo office is located in Clark, Pampanga. We provide exceptional workforce support to clients all over the world. Our primary focus is to help businesses grow sustainably with the help of fantastic Philippine talent.
You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.
Duties and Responsibilities:
  • Provide general administration support to Broker team
  • Review income, assess the financial situations and personal needs of clients in order to determine their borrowing capacity and find a suitable lender or home loan
  • Liaise with clients to gather information and documentation needed for their loan application
  • Input the data in CRM and lodge apply online
  • Liaise with all stakeholders (clients, lenders, solicitors, accountants etc) to process the application to settlement
  • Constantly update clients with the progress of their application
  • Constantly upgrade policy and product knowledge through ongoing training
  • Follow up client information via phone and email
  • Identify suitable lenders to meet client needs
  • Speak with banking representatives (lending) to clarify key details
  • Enter information in various portals and systems
  • Schedule follow up with clients and lending representatives
  • Update and maintain CRM and other internal database
Application Processing
  • Verify supporting documents
  • Check credit file with Fact Find
  • Enter deals into CRM and apply online
  • Doing valuations and pricing requests
  • Doing servicing and borrowing capacity assessment
  • Renaming of documents
  • Prepare loan file, remove TFN
  • Prepare email for outstanding information/queries
  • Prepare Application Form, NCCP documents, Discharge, FHOG, any other lender forms
Application Lodgement
  • Check signed documents
  • Lodge through Apply Online
  • Upload NCCP to CRM and supporting documents
Post Submission
  • Do lender follow ups
  • Update clients on status of loan
Post Settlement
  • Complete Progress payment claim forms
Qualifications and Experience:
  • At least 2 years of experience working for an Australian Mortgage Broker
  • Experience in any Australian Mortgage CRMs, preferably with Podium experience
  • Knowledge in reviewing income and running borrowing power assessment
  • Demonstrated success finding solutions in a customer facing role
  • Experience in a fast-paced customer service environment
  • Proficient in MS Office and Google applications
  • Ability to adapt to new tools and software
  • Excellent attention to detail
  • High level of spoken and written English communication skills
  • Process and technology driven
  • Problem solving skills
  • Analytical and numeracy skills