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Loan Processor/ Broker Support Officer

Outsourcey

Roles & Responsibilities

  • 2+ years' experience in a broker's office lodging 3-4 loan applications per week
  • Proficiency with Google Sheets/Drive/Mail/Calendar and strong data management
  • Experience with MYCRM or similar aggregator software; willing to be trained
  • Excellent written and verbal communication, teamwork, accuracy, and proactiveness

Requirements:

  • Support broker/loan writer from discovery call through to loan approval, including sending Hello Pack and information requests and following up with clients for outstanding documents
  • Lodge and manage client files in Google Drive; perform data entry in MYCRM and prepare borrowing capacity information in Quickli
  • Prepare and submit lender applications, pricing/valuation requests, and upload supporting documents
  • Coordinate timelines, calendar scheduling, hand over files to settlements manager, and provide weekly performance updates via Google Sheets

Job description

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

  • 2+ yrs experience in brokers office lodging 3-4 loan applications/wk minimum Google Sheets / Drive / Mail / Calendar Updating Quickli MyCrm or similar aggregator software - be trained and ready to go AOL - be trained and ready to go 
  • Accuracy of data inputting Written + Verbal - internal with team and externally via phone and email 
  • Teamwork Proactiveness

Core responsibilities:

  • Supporting broker/loan writer fully from discovery call through to approval 
  • Sending out Hello Pack/Request for information 
  • Following up clients via email requesting/chasing outstanding info and documents 
  • Setup client files up in Google Drive Packaging up Documentation + Validating Info ready for broker/loan writer research Pricing + Valuation Requests MYCRM 
  • Data Entry Completing Quickli with borrowing capacity information ready for broker/loan writer to complete 
  • Apply Online Data Entry & Upload of Supporting Documents Prep lender application forms Lodging approx min 4-5 applications/wk once sign off from broker/loan writer 
  • Submission Follow up with Lenders regarding applications Client updates with further information/documentation required (if applicable) 
  • Time management & scheduling calendar 
  • Handing over files to the settlements manager (internal and external) 
  • Weekly updating of Individual/Team Performance via Google Sheets figures and reporting

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!
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