09 April 2021
Loan Processor with Australian Loan Experience (Mercury CRM/Salestrekker)


This is an exciting opportunity to work with a people centric, customer focused business. Beepo is a fast-growing BPO in Clark, Pampanga with an Employee Satisfaction rate of over 96%.
You will need great English communication skills, both written and verbal. 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:
  • Liaise with clients to gather information and documentation needed for their loan application
  • Input the data in software and lodge application 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
  • Administration support tasks as required
Application Processing
  • Verify supporting documents
  • Check credit file with Fact Find
  • Enter deals into CRM and apply online
  • Prepare serviceability
  • Prepare bank 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 Settlement
  • Complete Progress payment claim forms
Qualifications and Experience:
  • At least 1 full year of experience in Australian loan processing experience
  • Demonstrated success finding solutions in a customer facing role
  • Experience in a fast-paced customer service environment
  • Experience in Mercury 5 or Salestrekker
  • 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