Discover 100% YOU as an AU Loan Processor! Apply now!
- Remote | Day Shift
- Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
- Company Provided Equipment
Discover your 100% YOU with Beepo!
- Position: AU Loan Processor
- Location: Central Luzon
- Work setup & shift: Remote | Day Shift
What's in it for you
- Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
- Employee Referral Program
- Work Life Balance
Your Role
As an AU Loan Processor , you are responsible for:
- Accurate data entry into the CRM – current exposure to Salesforce desirable and ApplyOnline.
- Preparation of Preliminary Assessments and Credit Proposals.
- Generating compliance documents (Credit Guide, Quote, Needs Analysis).
- Reviewing client documents (payslips, bank statements, ID) for accuracy and policy niches.
- Ordering property valuations and upfront credit reports.
- Ensuring all files meet Best Interests Duty (BID) requirements and internal compliance standards.
- Liaising with BDMs and credit assessors to track application progress.
- Proactively managing More Info requests from lenders to prevent delays.
- Updating clients regularly on their application status to ensure a premium experience.
- Coordinating with solicitors and lenders for smooth settlements.
- Conducting post-settlement audits and setting up Annual Reviews in the CRM.
- Experience: Minimum 2+ years of experience specifically supporting Australian Mortgage Brokers.
- Technical Proficiency: High-level experience with ApplyOnline and at least one major Australian Aggregator CRM (e.g.,Salesforce Salestrekker, Mercury, MyCRM)
- English Communication: Exceptional written and verbal English. The candidate must be comfortable calling Australian lenders and potentially speaking with clients to request documents.
- Attention to Detail: Ability to spot inconsistencies in bank statements or payslips that could lead to a lender decline.
- Home Office Setup: Reliable high-speed internet, noise-cancelling headset, and a power backup solution (essential for offshore stability).
- Scenario Knowledge: Ability to research lender niches (e.g., using Quickli or lender matrices) to suggest which bank fits a client's profile.
- Software Extras: Experience with BankStatements.com.au, CashDeck, or Illion.
- Loan Structuring: Understanding the difference between Offset vs. Redraw, and LMI thresholds.
- Proactivity: A file owner mindset—someone who doesn't just wait for a task but looks at the pipeline and sees what needs to be done next.
NICE TO HAVE:
- Experience: Minimum 2+ years of experience specifically supporting Australian Mortgage Brokers.
- Technical Proficiency: High-level experience with ApplyOnline and at least one major Australian Aggregator CRM (e.g.,Salesforce Salestrekker, Mercury, MyCRM)
- English Communication: Exceptional written and verbal English. The candidate must be comfortable calling Australian lenders and potentially speaking with clients to request documents.
- Attention to Detail: Ability to spot inconsistencies in bank statements or payslips that could lead to a lender decline.
- Home Office Setup: Reliable high-speed internet, noise-cancelling headset, and a power backup solution (essential for offshore stability).
About Beepo
Beepo is 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.
*Terms and conditions apply
