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