Mortgage and broker Assistant

Verified

With Timeproof

Overview

Looking for full-time work (8 hours/day)

at $7.00/hour ($1,232.00/month)

Bachelors degree

Last Active

November 25th, 2024 (today)

Member Since

June 1st, 2022

Profile Description

- Receiving initial information and documentation from a mortgage broker
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- Collection of supporting documents from application
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- Verification of data and data entry of client information into CRM
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- Use of Mercury/ Connective CRM/ Salestrekker?
- Complete servicing calculators and Quickli
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- Verify customer living expenses
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- Preparation of Funding position and Product comparison
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- Recommend loan approvals or denials as well as limits.
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- Preparation of broker notes
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- Lodge pricing request
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- Order upfront Valuation
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- Complete ApplyOnline and Loanapp
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- Preparation of home loan application through a software system up to the point where it is ready for
submission.
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- Communicating with customers, solicitors and lenders thru email and phone via broker support
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- Communicating with the mortgage broker if additional information is needed or problems arise
via email, phone, and video conference.
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- Managing the loan application from approval through to settlement
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- Coordinated loan closings and entire application process.
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- Works effectively with broker to facilitate efficient and successful processing