Offer summary

Qualifications:

Strong experience in mortgage documentation and compliance., Proven background in loan processing and client coordination., Highly organized with excellent communication skills., Ability to thrive in a fast-paced environment..

Key responsabilities:

Assist in gathering and verifying client documents for loan applications.

Prepare and submit loan applications, ensuring accuracy and compliance.

Serve as the primary point of contact for clients and coordinate with lenders.

Maintain an organized CRM system and manage the mortgage broker’s calendar.

Job description

Brief:

CC.Talent is looking for a Mortgage Broker Assistant with strong experience in supporting mortgage brokers through administrative excellence, efficient loan processing, and seamless client coordination. The ideal candidate has a proven background in mortgage documentation, compliance, and lender communication, ensuring every step of the loan process runs smoothly. This role is perfect for someone who thrives in a fast-paced environment, is highly organized, and is committed to delivering exceptional client service..

About the Client:

Our client is a modern, professional finance broking firm dedicated to serving regional communities with tailored lending solutions. With a deep understanding of local needs and aspirations, they specialize in arranging finance that aligns with each client's cash flow, tax position, and long-term objectives. Their experienced team is committed to delivering a seamless, stress-free experience—navigating complex financial options with expertise and clarity. Focused on building lasting relationships, they help individuals and businesses achieve their financial goals with confidence and ease.

Responsibilities:

Loan Application Support & Processing

Assist in gathering and verifying client documents (e.g., income statements, credit reports, bank statements).
Prepare and submit loan applications to lenders, ensuring accuracy and compliance.
Follow up with banks, lenders, and clients to track loan progress and request additional information if needed.
Maintain an organized CRM system with updated loan statuses and client records.

Client & Lender Communication

Serve as the primary point of contact for clients, answering inquiries and providing updates.
Coordinate with lenders, underwriters, and settlement agents to ensure smooth loan approvals.
Educate clients on the mortgage process, assisting with any concerns or questions.

Compliance & Documentation

Ensure all documentation is complete and compliant with regulatory and lender guidelines.
Conduct preliminary assessments to determine client eligibility and loan options.
Stay up to date with industry regulations and lending policies to maintain compliance.

Administrative & Support Tasks

Schedule appointments and manage the mortgage broker’s calendar.
Prepare and send loan estimates, disclosures, and follow-up emails.
Assist in marketing efforts, such as updating client databases, newsletters, and social media.

Required profile