
Broker Associate
4 days ago
Key Responsibilities:
- Draft and send professional proposal emails for residential and commercial finance.
- Complete residential servicing affordability assessments for lenders.
- Provide aftercare for existing clients, including equity reviews and property revaluations.
- Manage and respond promptly to client and lender emails.
- Research and provide accurate interest rate pricing for new and existing clients.
- Manage broker portals and ensure accurate application submissions (within two hours for straightforward deals).
- Post engaging social media content (content provided).
- Conduct comprehensive market research to support strategic decisions.
Requirements:
- Proven experience as a Virtual Assistant in a finance-broker environment (broker firm experience required).
- Strong knowledge of broker portals and affordability assessments.
- Excellent communication and organizational skills.
- Proactive, solution-focused mindset with ability to take initiative during quiet periods.
- Social media management experience is a plus.
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