• Assist the mortgage broker in gathering and reviewing client documents for loan applications.
• Communicate with clients, lenders, and other stakeholders to ensure timely submission of required paperwork.
• Maintain accurate and up-to-date client records in the loan processing system.
• Coordinate and follow up on outstanding documents and application status.
• Prepare and submit loan applications to lenders, ensuring accuracy and compliance with regulations.
• Manage appointment scheduling, emails, and phone calls on behalf of the broker.
• Stay updated on mortgage industry guidelines and lender policies.
• Perform general administrative duties, such as data entry, filing, and report preparation.
  
  

• Previous experience in mortgage, banking, or financial services (preferred but not required).
• Strong organizational and time management skills.
• Excellent verbal and written communication skills.
• Ability to handle confidential information with discretion.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and mortgage processing software (if applicable).
• High attention to detail and ability to multitask in a deadline-driven environment.
• Knowledge of mortgage lending guidelines and regulations is a plus.
  
  

• High school diploma or equivalent (required).
• Associate’s or Bachelor’s degree in finance, business, or a related field (preferred).
• Prior experience in mortgage processing, underwriting, or administrative support (preferred).

Please refer to job description.