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.
- Ke...