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A broker support officer is responsible for providing general administrative support and may also assist with processing loans from application through to settlement. Broker support officers handle a range of tasks, from managing incoming calls and customer service functions to entering loan applications into CRM and preparing formal loan documents for final sign off.
Broker support officer duties and tasks can include:
These broker support officer tasks are particularly well-suited to being outsourced as they are repetitive and rules-based, requiring a high level of attention to detail. By sending these transactional finance tasks out to an outsourced broker support officer, organisations can free up their local team’s time to focus on performing value-added, revenue generating work.
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A broker support officer is an assistant to a broker. This requires quick and agile thinking to perform necessary administrative tasks to support their brokers. As they liaise with customers or clients, broker support officers need to have strong customer service skills. They need to be self-motivated and independent as well as possess analytical skills and strong attention to detail to be able to successfully problem solve.
Outsourcing providers recruit broker support officers the same way an internal, talent acquisition team would. Essentially, they ask the same questions to understand whether these offshore candidates would be able to provide the level of quality required by Australian organisations:
In terms of qualifications, a higher education degree or certificate in business administration is desirable but not necessary. Broker support officers work in fast-paced and demanding environments, so being able to manage stress without jeopardising their quality of work is a key trait to any successful broker support officer.
Outsourcing companies can help you find the right candidate to meet your organisation’s loan requirements:
Organisations are able to appreciate the added benefits that come from offshoring broker support officer duties to the Philippines, including:
Outsourcing your broker support officer services to the Philippines can represent significant cost savings of up to 70%. At Beepo, we offer a simple monthly fee to help you reduce your overheads and focus on growing your business. This monthly fee covers everything: including infrastructure, security, recruitment and training, management and staff benefits.
For more detailed information on costs, please arrange a business consultation so we can tailor a solution to your business needs.
This first step is to find out if your business is offshore ready. If the answer is yes, here are the next steps:
Beepo is an Australian-based outsourcing company that offers businesses a distinct competitive edge with offshore staffing solutions. We take the time to understand the hardships our clients face when it comes to recruiting hard working, dedicated staff. The Philippines is renowned for its finance talent and claims skills, and we are adept at finding and recruiting the best of the best.
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