Lending Support & Funding Advocate

Bupa Australia; Brisbane; On-site; AUD 60,000 - 75,000; Full time

Job summary

Bupa Australia is seeking a proactive, customer-focused telephone-based consultant to convert broker applications, inquiries and approvals into funded deals. You will build relationships with brokers and customers, explain products clearly and resolve blockers to keep opportunities moving from initial contact through to funding.

You will handle inbound/outbound calls, log every interaction in the CRM, coordinate with credit and operations, and call brokers to collect missing information.

Qualifications

• Experience handling lending-related outbound calls and inbound enquiries.
• Familiarity with CRM hygiene and updating next steps.
• Ability to explain products clearly and resolve blockers quickly.

Responsibilities

• Handle inbound broker and customer calls and emails with clear answers and actionable next steps.
• Coordinate with credit and operations to move applications toward funding.
• Log every call and outcome in the CRM promptly.
• Call brokers the day of approval to collect missing documents.
• Follow credit policy and privacy obligations in all interactions.
• Support funding assessments by structuring scenarios and guiding brokers.
• Identify upsell and cross-sell opportunities where appropriate.
• Convert new leads from referrers, partners and marketing within an hour.

Skills

Outbound calls

Inbound calls

CRM records

Customer service

Sales instincts

Communication

Organisational skills

Closing skills

Australian working rights

Tools

BiiGGA CRM

DriiVe

Job description

Bupa Australia is seeking a proactive, customer-focused telephone-based consultant to convert broker applications, inquiries and approvals into funded deals. You will build relationships with brokers and customers, explain products clearly and resolve blockers to keep opportunities moving from initial contact through to funding.

You will handle inbound/outbound calls, log every interaction in the CRM, coordinate with credit and operations, and call brokers to collect missing information.