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Loan Processor - Australian Loan and Borrowing Capacity Knowledge

Australian Loan and Borrowing Capacity Knowledge

Pampanga, Central Luzon ·  September 9 (updated)

Beepo, Inc.

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99 reviews
  • Description

  • Beepo is a Probe Group company, a full service Australian owned outsourcing company, with a team of 15,000 across 6 countries - 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:

    • 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 Lodgment

    • Check signed documents

    • Lodge through Apply Online

    • Upload NCCP to CRM and supporting documents

    Post Settlement

    • Complete Progress payment claim forms

    Qualifications and Experience:

    • Degree qualified, Accounting/Business or other similar qualification

    • At least 2 full years of experience in end to end Australian loan processing

    • Knows how to do servicing and borrowing capacity

    • Experience in any Australian Mortgage CRMs, e.g. Salestrekker, ApplyOnline

    • 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

    • Asset Finance and Commercial Finance experience would be an advantage

    • Must be willing to work in Clark, Pampanga

  • Requirements

  • Minimum education level: Bachelor´s Degree
  • Years of experience: 2
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No
  • People with disabilities: Yes

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Job summary

  • Loan Processor

  • Pampanga, Central Luzon

  • Company

    Beepo, Inc.
  • Type of contract

    Permanent contract

  • Work type

    Full Time

  • Apply