Found Description
Role Description
This role provides crucial back‑office support to mortgage advisors ensuring that the client’s application process runs smoothly and efficiently. This position focuses on managing client communications, maintaining accurate records, helping with document preparation, managing office supplies, handling incoming calls and inquiries, maintaining schedules, organizing meetings, and assisting with documentation and reports.
The incumbent will also act as point of contact for clients and visitors, ensuring a professional and welcoming environment.
Key Responsibilities
- Greet clients, answer inquiries, and direct them to the relevant mortgage advisors.
- Answer and route incoming phone calls, emails, and messages.
- Assist with the preparation and submission of mortgage loan applications.
- Coordinate communication between brokers, clients, and lenders.
- Handle administrative tasks including document colle...
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