17 February 2021
Project-Based Loan Processor – Australian Mortgage (Pre Submission)

Overview:

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:
  • File Invite
  • Veda Credit Check
  • Broker Platform Data Entry
  • Price Finder
  • Activity Tracker 
  • Renaming Documents
  • Lenders Checklist
  • Loan File Review
  • Email Task
  • Valuation Request
  • Manage Apply Online
Other Tasks (As Required)
  • 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 lender representatives
  • Administration support tasks as required
Qualifications and Experience:
  • At least 12 months experience in end to end Australian loan processing 
  • Degree qualified, Accounting/Business or other similar qualification
  • Knowledgeable in files' pre-submission up to submission tasks
  • Experience with Broker Platform, Apply Online, or any Australian Mortgage CRM
  • MS Office and Google applications.
  • Excellent attention to detail
  • High level of spoken and written English communication skills
  • Process driven
  • Problem solving skills
  • Analytical and numeracy skills
  • Experience in a fast-paced customer service environment
  • Good interpersonal and people management skills
  • Must be willing to work in Clark, Pampanga
  • Initial 3 to 4 months of project contract but open for permanent role