Mortgage Broker Assistant

A Mortgage Broker Assistant supports mortgage brokers in their day-to-day activities related to securing mortgage loans for clients. They handle administrative tasks and assist in client communication and file management.

A Mortgage Broker Assistant gathers and organizes client financial documents, such as income statements and credit reports, to assess their eligibility for mortgage loans. They assist in completing loan applications, ensuring all necessary information is accurate and complete before submission to lenders.

Mortgage Broker Assistants liaise with clients to provide updates on their loan applications, answer inquiries, and address any concerns throughout the mortgage process. They also collaborate with lenders, real estate agents, and other professionals involved in the transaction to facilitate timely and efficient loan approvals.

Are you skilled in managing administrative tasks and providing exceptional customer service?

You might be our next Mortgage Broker Assistant!

In this role, your responsibilities will include gathering and organizing client financial documents, preparing loan applications, and ensuring accuracy and completeness in all documentation for smooth loan processing.

You'll be the point of contact for clients, providing updates on their loan applications, answering inquiries, and ensuring a seamless experience throughout the mortgage process.

Collaborating closely with brokers, lenders, and other stakeholders, you'll facilitate timely loan approvals and assist in preparing closing documents, maintaining compliance with regulatory standards.

• Communicate with clients to gather necessary financial information.
• Assist in preparing and submitting loan applications.
• Coordinate with lenders, clients, and real estate agents throughout the loan process.
• Organize and maintain client files and documentation.
• Provide excellent customer service to clients and address any inquiries or concerns.
• Conduct research on mortgage products and rates.
• Assist in scheduling appointments and managing calendars for brokers.
• Monitor deadlines and ensure timely completion of tasks.
• Assist in preparing financial reports and documents.
• Collaborate with team members to streamline processes and improve efficiency.
• Help in evaluating and analyzing financial data.
• Assist in organizing and attending client meetings.
• Stay up-to-date with industry regulations and changes.
• Assist in drafting correspondence and emails on behalf of brokers.
• Handle other administrative tasks as needed.

• Achieved a high loan closing rate by efficiently managing the loan process.
• Streamlined file organization, reducing processing time significantly.
• Increased loan application submissions within the first quarter.
• Implemented meticulous review processes, reducing documentation errors.
• Maintained a quick response time, improving client satisfaction.
• Enhanced referral rates through exceptional customer service.
• Supported brokers in meeting monthly sales targets.

• Bachelor's degree in Finance, Business Administration, or related field.
• Strong knowledge of mortgage products, regulations, and processes.
• Previous experience in a mortgage lending or real estate environment.
• Proficiency in financial analysis and reporting.
• Detail-oriented with strong organizational skills.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple tasks effectively.
• Customer service-oriented mindset.
• Proficient in Microsoft Office Suite and other relevant software.
• Ability to work both independently and collaboratively in a team environment.