Mortgage Broking Assistant

Overview of the Role 
The Mortgage Broking Assistant is responsible for managing loan applications from initial document preparation through to post-settlement functions. This includes liaising with clients, financial institutions, and other stakeholders to ensure a seamless and efficient loan process. 

Main duties include:  

• Gather information from clients, retrieve documentation and process applications from the initial document preparation through to post credit functions  
• Submit loans and processing approvals through to settlement   
• Analysing Lender, Credit and Application submission requirements    
• Tracking the progress of loan applications through to settlement 
• Communicating with all parties to the transaction, i.e. clients, banks, settlement agents/solicitors, debt collectors, real estate agents. 
• Keeping the client and business partners updated throughout the loan process 
• Handles broker management and support 
• In-charge in post settlement customer care 
• Maintaining database system i.e. updating client information 

Requirements

• Bachelor's degree in Business Administration, majoring in Accountancy, Management, Finance, or other related fields.
• Open to fresh graduates
• Preferably has experience in using MyCRM, ApplyOnline, or similar CRM systems. 
• Strong knowledge of MS Outlook, Excel, Word, and PowerPoint. 
• Understanding of diverse banking sectors, including asset finance, cash flow lending, debtor finance, and property finance (preferred). 
• Ability to manage loans efficiently from submission through to settlement. 
• Excellent written and verbal communication skills. 
• High attention to detail to ensure a seamless client experience. 

Benefits

• Salary increments on the 6th and 12th months, with annual performance appraisals 
• 500K per incident HMO coverage + Dental & Optical benefits  
• Career growth opportunities 
• 2-week paid Christmas vacation 
• 25K Educational Assistance  
• Referral bonuses 
• Leave encashments 
• Company savings plan 
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM