Job Description

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