Mortgage Broking Assistant

Mortgage Broker Assistants

( Australian Certification in Finance & Mortgage Broking is on us! )

Job Description

Mortgage broking assistants work alongside mortgage brokers, helping to coordinate communication and other interactions among title and mortgage companies, real estate agents and escrow agents.

  • Closing files – providing compliance checks of files, ensuring all items are on file and follow up missing data
  • Phoning clients & establishing good working relationships
  • Data entry into Mortgage Broking software/s
  • Getting client information accurate post loan implementation
  • Monitoring team in boxes and distributing email
  • Ensuring loan product providers are kept up to date with our contact information
  • Following up outstanding loan information from banks
  • Seeking updates on loan deals from banks
  • Loan Review Health Checks
  • Checking business sales numbers in Mortgage Broking Software to report at weekly/monthly meeting
  • Client facing tasks that require providing quality service to our clients through direct meetings via zoom, online messages or phone conversations.
Minimum Hiring Requirement
  • Graduates of Accountancy, Business Administration – Major in Mgt Acctg, Management, Finance, and other related courses 
  • Proficient use of MS Outlook, Excel, Word, and PowerPoint 
  • Proficiency or familiarity with Google Workspace
  • Previous experience with accounting, finance, or banking a plus
  • Previous experience with Mortgage Broking software (preferred)
  • Understanding of diverse banking sectors, asset finance, cash flow lending, debtor finance, and property is an advantage 
  • Understanding of credit and lending 
  • Understanding of the end to end lending process (application – credit – settlement)
  • Excellent communication and research skills
  • Ability to self-manage and show initiative to drive results 
  • Flexibility; ability to multitask, adapt to changing priorities, and prioritize projects 
  • Willingness to undergo trainings for the Australian accredited Finance & Mortgage Broking Certification· 

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