Para Broker – Job ad

News
October 22, 2024

Broker Assist / Para-Broker

Are you an organised, detail-oriented professional with a passion for the mortgage and finance industry? We are seeking a Para-broker/Broker Assistant to join our team, providing essential administrative support to our mortgage broker and helping manage loan applications from start to finish.

Key Responsibilities:

  • Deliver comprehensive administrative support to the mortgage broker, ensuring smooth workflow and timely assistance.
  • Oversee loan applications from initial inquiry through submission, maintaining accuracy and compliance.
  • Prepare, review, and manage loan documentation, adhering to regulatory standards.
  • Monitor pre-lodgement progress, addressing outstanding requirements promptly.
  • Keep CRM systems and client databases updated and organized.
  • Manage client communication, both inbound and outbound, in a professional and client-focused manner.
  • Support client file preparation, assist in loan structuring, and perform initial analysis as needed.

About You:

  • Previous experience as a Mortgage Broker PA or a similar role within the mortgage or finance industry – minimum 1-2 years experience
  • In-depth knowledge of mortgage processes and lender requirements.
  • Exceptional organization and multitasking skills, with an eye for detail.
  • Strong time management skills and the ability to thrive independently in a fast-paced environment.
  • Excellent communication and interpersonal skills to foster positive client relationships.
  • Proficiency in mortgage broking software (e.g., ApplyOnline, Broker Engine, AFG based tech).
  • A proactive, solutions-focused approach and a dedication to client satisfaction.
Contact us today!

Any advice contained in this article is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Information in this article is correct as of the date of publication and is subject to change.