Match score not available

Mortgage Loan Processor | AU Experience

Remote:

Full Remote

Contract:

Full time

Experience:

Mid-level (2-5 years)

Work from:

Philippines

Offer summary

Qualifications:

Minimum 3 years AU or NZ loan processing experience, Experience with MyCRM software or similar, Background in bank or customer-facing roles, Excellent written and verbal communication skills.

Key responsabilities:

Provide administrative support to brokers
Liaise with clients and stakeholders for loan applications
Input data into CRM and lodge required documentation
Verify documents, check credit files and conduct assessments
Follow up with lenders and update clients on application status

Beepo SME http://www.beepo.com.au/

201 - 500 Employees

See more Beepo offers

Job description

Discover your 100% YOU with Beepo!

Position: Loan Processor | Australian Experience

Location: Central Luzon or NCR

Work setup & shift: Remote | Day Shift (3AM to 12NN PHT)

What's in it for you?

Competitive Total Rewards (Compensation, Allowance, HMO, and Paid Time Off)
Onsite Parking and Transportation Service Provided
Employee Referral Program
Salary up to Php 60,000

Your Role

General Administration Support

As a Loan Processor, you will:

Provide general administration support to the brokers.

Client Liaison:

Liaise with clients to gather information and documentation needed for their loan application.

Data Management:

Input data into CRM and lodge ApplyOnline.
Enter information in various portals and systems.
Update and maintain CRM and other internal databases.
Manage email correspondence.

Stakeholder Management:

Liaise with all stakeholders (clients, lenders, solicitors, accountants, etc.) to process the application to settlement.
Constantly update clients with the progress of their application.
Speak with banking representatives (lending) to clarify key details.
Identify suitable lenders to meet client needs.
Schedule follow-ups with clients and lending representatives.

Knowledge Management:

Constantly upgrade policy and product knowledge through ongoing training.

Application Processing:

Verify supporting documents.
Check credit file with Fact Find.
Enter deals into CRM and ApplyOnline.
Conduct valuations and pricing requests.
Perform servicing and borrowing capacity assessments.
Rename documents as needed.
Prepare loan files and remove TFN.
Prepare emails for outstanding information/queries.
Prepare Application Form, NCCP documents, Discharge, FHOG, and any other lender forms.

Application Lodgement:

Check signed documents.
Lodge applications through ApplyOnline.
Upload NCCP to CRM and supporting documents.

Post-Submission:

Conduct lender follow-ups.
Update clients on the status of their loan.

Post-Settlement:

Complete Progress Payment Claim forms.

Non-negotiable requirements:

Minimum of 3 years of experience in AU or NZ loan processing.
Experience in MyCRM software or similar.
Experience in providing general administration support to brokers.
Experience in bank or customer-facing roles.
Excellent communication skills, both written and verbal.

About Beepo

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.