Mortgage Broking Assistant

Overview of the Role

The  Mortgage Broking Assistant  is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process.

Main duties include :

• Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions
• Submit loans and processing approvals through to settlement
• Analysing Lender, Credit and Application submission requirements
• Tracking the progress of loan applications through to settlement
• Communicating with all parties to the transaction, i.e. clients, banks, settlement agents / solicitors, debt collectors, real estate agents.
• Keeping the client and business partners updated throughout the loan process
• Handles broker management and support
• In-charge in post settlement customer care
• Maintaining database system i.e. updating client information

Requirements

Benefits