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- Liaising with brokers to obtain required documents and supporting information
- Providing support to Underwriters, including answering calls
- Preparing loan contracts, mortgage illustrations, and various documentation.
- Liaising with brokers to obtain required documents and supporting information to expedite loan applications.
- Managing expectations and deadlines while delivering exceptional service to encourage repeat business.
- Providing support to Underwriters, including answering calls and handling correspondence via post and email.
- Preparing loan contracts, mortgage illustrations, and various documentation.
- Ensuring accurate entry and management of data and correspondence within the company's CRM system.
- Tracking and recording account activity, assisting with closing deals.
- Obtaining property information and valuation quotes.
- Handling ad hoc administration and project-related tasks.
- Strong understanding of mortgage lending, ideally bridging loans.
- Experience managing a caseload and processing applications efficiently is preferred.
- Commercially aware with excellent interpersonal and communication skills.
- Independent, organized, and able to work on your initiative, with a flexible approach to work.
- Proactive in managing the process, and confident in your approach.
- Experience handling high-volume workflows with excellent prioritization skills.
- Strong organizational skills.
- Proficient in PC skills and Microsoft Office.
- Excellent written and verbal English communication.
