Senior Mortgage Broking Assistant

Overview of the Role

The  Senior 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 :

• Broker management and support
• Liaise with internal and external stakeholders on a regular basis
• 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
• Packaging and submitting fully completed loan applications to lenders.
• 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
• Post Settlement Customer Care
• Maintaining database system i.e. updating client information
• General administrative duties

Requirements

Benefits