Mortgage Broker Assistant

Mortgage Broker Assistant

Cloudstaff Philippines Inc
2-5 years
Not Specified

Job Description

Job Summary

Refer to job description pleaseJob Description

Prepare correspondence, documents, Request for Proposals, LOIs, reports, Account invoices, etc. with direction from brokers and/or knowledge for company policies and procedures
Perform general administrative duties such as answering phones, filing, faxing, processing mail, scheduling meetings
Work closely with assigned brokers to leverage their time and productivity
Prepare and submit, track and process brokers expense reports
Update and maintain databases to track prospects, clients and deal information
Full Submission to Settlement Loan Processing
Broker CRM Data Entry (client information from Brokers Fact Find/CAN)
Apply Online Data Entry
File lodgement/submission to lender Lender follow up from submission through to settlement
Ordering upfront valuation(s)
Completion of Discharge forms and follow up
Management of all communications with solicitors, real estate agents and financial institutions
Milestone broker and client updates via phone, email or SMS
Dedicated loan processor facilitating total loan process from submission through to settlement
Social Media, Content Creation and Brand Marketing Duties


Minimum of 2 years banking or mortgage broking/loan processing experience (Cert IV or Diploma of Finance and Mortgage Broking)
CRM and Apply online data entry experience
Analytical ability to identify best home loan for a client without sales pressure
Strong communication skills and attention to detail
Capable to do additional responsibilities
Ability to work under pressure and meet deadlines with property settlements
Ability to think outside the box and proactively find solutions

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