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Mortgage Broker Assistant

Metacom Careers

3.1
46 reviews
Metacom Careers
Job Type   /   Job Level
Full-time   /   Junior Executive
Company Location
Philippines
Description

  • Assist mortgage brokers in preparing loan applications and managing client accounts.
  • Communicate with clients to gather necessary documentation for loan processing.
  • Provide excellent customer service by addressing client inquiries and maintaining relationships.
  • Conduct research on various loan products available to effectively recommend options to clients.
  • Help in coordinating and scheduling meetings between clients and mortgage brokers.

Requirements

  • Educational Qualifications: Bachelors degree in Finance, Business, or related field.
  • Experience Level: 13 years of experience in the mortgage or financial services industry.
  • Skills and Competencies: Proficient knowledge of home loans, financial concepts, and banking practices.
  • Responsibilities and Duties: Ability to work collaboratively with mortgage brokers and clients to facilitate loan processes.
  • Qualities and Traits: Strong interpersonal skills with an emphasis on customer service and communication.

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