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Client Support Officer
4 days ago
Official Job Title / Industry:
Broker Support Officer / Mortgage
Summary:
To provide excellent service to brokers relating to origination workflows of Home, Car, Unsecured, or Asset Finance loan applications through effective communication and adept problem-solving.
Responsibilities:
Pipeline Management and Follow-up
Maintain proactive communication with brokers at every stage of the application process to facilitate the progress of deals through the pipelineAddress broker inquiries, comprehend their needs, and provide assistance by coordinating with the relevant internal stakeholdersUpdate information in the loan application system where requiredHave sound product knowledge in order to provide high-level customer support to brokersEmploy sales technology for daily operations and interactions with brokersAccreditations and Database Management:Process new broker accreditations by ensuring all information is collected and stored in the relevant systems Maintain and manage related internal CRM database/s and broker login/system activationEnsure all activity is conducted with adherence to compliance and regulatory requirementsComply with the mandates and instructions given from time to time by the Company through its authorized representatives;Perform any other duties assigned by an authorized representative of the Company from time to timeQualifications:Must-have skills, experience, & qualifications
Any work experience that will translate well to working in a support role in the mortgage industryExcellent communication skills both written and verbalGood data entry skills with high level of accuracy and attention to detailOrganized, confident and have a Can Do attitudeSolid analytical and problem solving skillsDisplays utmost integrity and accountabilityPreferred experienceAn excellent understanding of financial industry workflows is a huge plusAbility to analyze pay slips, review of loan statements and possibly bank statements also a plusAbility to uphold credit policies-
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