Mortgage Broker Assistant

ABOUT US: 

We are a dynamic and client-focused mortgage broking company committed to providing comprehensive and personalised finance solutions to our clients. We help empower our clients by offering expert guidance and tailored mortgage solutions that align with their unique financial goals and aspirations. We strive to simplify the mortgage process, making homeownership dreams a reality.  

ABOUT YOU:

We are looking for someone with a lending background and has had previous experience as a Mortgage broker Assistant to work full time in our Bella Vista office.

YOUR RESPONSIBILITIES WILL INCLUDE:

• Compile and organise necessary documents, such as income verification, credit reports, and property information.
• Prepare and submit complete and accurate mortgage application packages to lenders.
• Liaise with mortgage lenders to track the progress of applications and address any issues that may arise.
• Facilitate communication between clients and lenders, ensuring all requirements are met for loan approval
• Keep client details up to date in CRM
• Have a strong understanding of lending policy

SKILLS/EXPERIENCE REQUIRED:

• Certificate IV in Mortgage Broking (preferred but not necessary)
• Detail-oriented with a focus on accuracy.
• Ability to work well under pressure and meet deadlines.
• Professional demeaner and strong customer service skills.
• Highly motivated and proactive attitude