Job Summary:
As a Mortgage Broker Support professional, you will play a pivotal role in empowering individuals to make informed financial decisions. Your primary responsibility will be to analyse client financials, research lending products, prepare loan applications, and maintain data integrity.
Key Responsibilities include:
* Analyse client financials and research lending products to develop tailored loan recommendations.
* Prepare and manage loan application submissions, ensuring compliance requirements are met.
* Draft client-facing reports and presentations, and support ongoing client communications.
* Maintain data integrity in internal systems and coordinate workflow to ensure tasks are completed efficiently.
* Assist with client engagement initiatives, schedule reviews, and prepare supporting reports.
* Support training activities and ensure accurate collection of client information.