Discover 100% YOU as an AU Loan Processor | Mortgage ! 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 | Mortgage
- 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 | Mortgage , you are responsible for:
- Provide general administration support to the broker
- Liaise with clients to gather information and documentation needed for their
- loan application
- Input the data in CRM, Infinity and lodge ApplyOnline
- 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
- Email management
- Application Processing
- Verify supporting documents
- Check credit file with Fact Find
- Enter deals into CRM and ApplyOnline
- Ordering property valuations and home loan pricing requests
- Completing servicing and borrowing capacity assessment (when needed)
- Collating and 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 ApplyOnline
- Upload relevant compliance information 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:
- AU loan processing experience (end-to-end)
- Experience in using Infynity or any AU Mortgage CRMs
- Excellent communication skills both written and verbal
- Confident in making phone calls with clients when required
- Proficient in MS Office and Google applications
- High attention to detail
- Ability to adapt to new tools, multi task and achieve deadlines
- Knowledge in servicing calculators and borrowing capacity
- Must practice confidentiality
- Ability to multitask and manage deadlines
- Ability to adapt in culture/ environment of the client
- Good attitude, friendly and happy.
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
