Job Description

• At least 2 or more years of experience in admin, data entry and/or local bank/ l
• Proficient in MS Office and Google Applications.
• Experience with any servicing calculator

Beepo is a Probe Group company, a full service Australian owned outsourcing company. With 12,600 people and over 15,000 deployed workstations across 6 countries. Making Probe 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:

• 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 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
• Doing valuations and pricing requests
• Doing servicing and borrowing capacity assessment (once fully trained by the broker) 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 NCCP to CRM and supporting documents

Post Submission

• Do lender follow ups
• Update clients on status of loan

Post Settlement

• Complete Progress payment claim forms
• Doing book review

Qualifications and Experience:

• At least 2 or more years of experience in admin, data entry and/or local bank/local loan processing
• Degree qualified, Accounting/Business or other similar qualification
• Experience in any AU Mortgage CRMs, preferably Mercury or Salestrekker 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
• Process and technology driven
• Ability to adapt to new tools and software and fast-paced environment Problem solving skills
• Analytical and numeracy skills
• Proactive
• Ability to multitasks and manage deadlines
• Has sense of urgency
• Can work autonomously
• High organisational skills
• Someone with can-do attitude
• Someone who is open and transparent