We are currently seeking a highly skilled Mortgage Broking Assistant to join our team. This is an exciting opportunity for someone looking to launch and grow their career in mortgage broking.
About the Role
You will be responsible for overseeing the end-to-end loan process, from initial client contact through to loan approval. You will also serve as the primary point of contact for clients, greeting them and addressing their enquiries.
Key Responsibilities
* Collect and assess loan documentation from clients to ensure accuracy and completeness.
* Prepare thorough and well-researched residential and commercial loan recommendations for approval.
* Submit loan applications and follow up with lenders until unconditional approval is granted.
* Maintain accurate and up-to-date client file notes and handovers to other teams.
* Liaise with external stakeholders, including lenders, valuers, and accountants, to ensure seamless communication and coordination.
* Provide support to brokers during client and lender meetings, ensuring a high level of customer satisfaction.
* Stay current with lender products, policy updates, and compliance changes to provide expert advice to clients.
Requirements
The ideal candidate possesses exceptional skills and qualities, including:
* A strong financial analysis and report writing background.
* Excellent attention to detail and time management skills, ensuring timely completion of tasks.
* A customer-focused attitude and professional phone manner, providing exceptional service to clients.
* The ability to work independently and collaboratively within a team environment, demonstrating flexibility and adaptability.
What's Offered
* An opportunity to learn from experienced professionals and progress your career in a dynamic and supportive environment.
* A reputable finance firm with a positive team culture, fostering growth and development.
* Ongoing training and development opportunities, ensuring you stay ahead of industry trends and best practices.