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.

Responsibilities

• 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
• Analyzing 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 manageme...