Mortgage

Acquiring new clients and assessing their needs according to their financial information.
Acting as a go-between for lenders and borrowers in need of mortgage loans.
Assisting clients with pre-approval on loans.
Opening daily emails on cases for the clients
Dealing with admin work where required
Speed in dictation whilst working remotely
Excellent English both speaking & writing
Ensuring compliance with banking and financial legislation on the state and federal ---------- cating clients on their legal and financial options and ensuring that they understand them.
Helping clients complete and understand all the necessary paperwork.