Joe

Mortgage and broker Assistant

80 ID PROOF
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Overview

Looking for full-time work (8 hours/day)

at $7.54/hour ($1,454.56/month)

Bachelors degree

Last Active

June 19th, 2026 (5 days ago)

Member Since

June 1st, 2022

Profile Description

- Receiving initial information and documentation from a mortgage broker
? 
- Collection of supporting documents from application
?
- Verification of data and data entry of client information into CRM
? 
- Use of Mercury/ Connective CRM/ Salestrekker?
- Complete servicing calculators and Quickli
? 
- Verify customer living expenses
? 
- Preparation of Funding position and Product comparison
? 
- Recommend loan approvals or denials as well as limits.
? 
- Preparation of broker notes
? 
- Lodge pricing request
? 
- Order upfront Valuation
? 
- Complete ApplyOnline and Loanapp
? 
- Preparation of home loan application through a software system up to the point where it is ready for
submission.
? 
- Communicating with customers, solicitors and lenders thru email and phone via broker support
? 
- Communicating with the mortgage broker if additional information is needed or problems arise
via email, phone, and video conference.
? 
- Managing the loan application from approval through to settlement
? 
- Coordinated loan closings and entire application process.
? 
- Works effectively with broker to facilitate efficient and successful processing

Top Skills

Office and Administration » Data Entry

Other Skills

Office and Administration » Microsoft Excel

Customer Support » Phone Support » English Speaking

Office and Administration » Personal Assistant

Marketing » Copywriting

Marketing » Content Creation » Creative Writing

E-Commerce » Inventory Management » Quality Control

Human Resources

Office and Administration » Translation

Office and Administration » Email Management

Office and Administration » Travel Planning

Basic Information

Age
31
Gender
Female
Website
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Address
Apalit, Pampanga
Tests Taken
DISC
Dominance: 28%
Influence: 25%
Steadiness: 33%
Compliance: 14%
English
B2(Upper Intermediate)
Government ID
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