
Client Liaison
1 day ago
The role of a Client Liaison is essential for ensuring smooth communication between brokers, lenders, and clients throughout the loan process.
About the RoleAs the key point of contact, you will be responsible for liaising with clients to gather required documents and information for loan applications.
Key responsibilities include reviewing and verifying financial documents, preparing and submitting loan applications through lender systems, tracking progress, and communicating with lenders and brokers.
- Liaise with clients to gather required documents and information for loan applications.
- Review and verify financial documents to ensure accuracy and compliance with lender requirements.
- Prepare and submit loan applications through lender systems.
- Track progress of applications and provide timely updates.
- Communicate with lenders, banks, and brokers to follow up on outstanding items and ensure smooth processing.
- Maintain organized digital records of all loan files and supporting documents.
- Support brokers with administrative tasks and client communications.
- Handle client inquiries with professionalism and empathy.
- Identify and escalate potential issues or delays proactively.
- Contribute to process improvements and enhance efficiency and client satisfaction.
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