Full Time
neg
40
Sep 24, 2024
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Our client is a community mortgages & insurance company in Auckland New Zealanda and is dedicated to offering the most competitive mortgage and insurance solutions in the market. Their commitment extends beyond just rates; they strive to ensure that their clients receive comprehensive solutions tailored to their individual needs, ensuring peace of mind and long-term financial stability.
At present they are looking for a 'Mortgage Broker Assistant' to work along side their team
Your main assignment responsibilities will include:
Assist in the preparation and processing of mortgage applications and related documentation.
Maintain accurate and up-to-date records of all mortgage transactions and client interactions in the CRM System.
Coordinate with mortgage advisers, credit assessors, and clients to ensure timely completion of applications.
Conduct initial reviews of mortgage documents to verify completeness and accuracy.
Schedule and manage appointments and follow-ups with clients and other stakeholders.
Respond to client inquiries and provide updates on the status of their applications.
Prepare and distribute correspondence, reports, and other documentation as required.
Ensure compliance with company policies and regulatory requirements.
Perform general administrative tasks such as filing, data entry, and office organization.
Support the mortgage team with any additional tasks or projects as needed.
Ideally you will have had previous experience in a mortgage administration position, have strong organizational and time managment skills and great English, both written and oral.