Mortage broker assitant

Job Duties:

Provide administrative support to mortgage brokers, including data entry, document preparation, and appointment scheduling
Organize and maintain client files in accordance with compliance regulations
Communicate with clients to gather necessary documentation and provide updates on their mortgage applications
Liaise with lenders, appraisers, realtors, and legal professionals to track and support mortgage files through to completion
Review application packages to ensure completeness and accuracy before submission
Maintain CRM systems and keep records up to date with current file statuses
Monitor application deadlines and follow up on outstanding items to ensure timely processing
Prepare client follow-up emails, approval summaries, and documentation packages
Assist with managing broker calendars and coordinating meetings
Support marketing efforts including social media updates, email campaigns, and client outreach
Perform general office duties such as answering phones, responding to emails, and handling correspondence
Note:
All necessary training will be provided. No prior mortgage experience is required—just a positive attitude, attention to detail, and a willingness to learn!