1 yr Mortgage Broker Assistant
4yrs Executive Assistant
4yrs Communications Manager
2yrs Loan Processor
Experience: 6 months - 1 year
acts as Executive Assistant to the Director assist in communicating with clients to gather necessary information, answer queries and provide update on the mortgage process. assist in processing mortgage and commercial applications, including verifying client information, submitting applications to lenders and tracking the progress of applications. Input client information and application details into relevant systems and databases accurately and efficiently. provide administrative support to the mortgage broker, including managing emails, phone calls, and scheduling as well as maintaining organized files and records. help educate clients about the mortgage and commercial process, various types of mortgage products, and their rights and responsibilities as borrowers Softwares: Teams, Outlook, Mercury Nexus, Core Logic, Apply Online
Experience: Less than 6 months
Experience: Less than 6 months
Experience: 2 - 5 years
Process Loan applications - verifying personal information of the client - checking of client is eligible for the loan - inspecting of bank statements Do marketing calls - calling the old clients if they are interested on re applying for a loan Train new team members - showing the new team members the step by step process of the workflow - assisting them with their daily tasks sending out emails - communicating with the client for other supporting documents if needed
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