As a Mortgage Broker Assistant, you will be the engine behind our residential and commercial lending operations, ensuring every application is handled with precision, speed, and a commitment to excellence.
Requirements
- End-to-End Loan Processing: Manage the lifecycle of loan applications from initial data entry through to settlement, ensuring all documentation is accurate and compliant.
- CRM & Pipeline Management: Maintain and update client records within MyCRM and Broker Engine, ensuring the pipeline is organized and milestones are met.
- Lender Liaison: Act as the primary point of contact for lenders and credit assessors to track application status, resolve queries, and expedite approvals.
- Client Communication: Provide regular, proactive updates to clients throughout the application process, maintaining our firm's reputation for transparency and exceptional service.
- Compliance & Quality Control: Perform thorough reviews of supporting documents (payslips, bank statements, etc.) to ensure they meet specific lender credit policies and internal standards.
- Administrative Support: Assist Brokers with the preparation of Compliance Documents (SOCA/NCCP) and help streamline office workflows to increase efficiency.
Benefits
Originally posted on Himalayas