
Broker Assistant
1 week ago
**Broker Assistant Full-time Job Responsibilities**:
You will be responsible for the following tasks: Assisting brokers in various aspects of their daily tasks, including but not limited to:
- Pre-assessment - Preparation work before loans enter the credit team.
- Efficient and effective communication, collecting loan information and documents in the shortest time possible, and preparing submission work.
- Actively and comprehensively communicating with the credit team to ensure no omission of client information and to ensure the quality of loan submissions.
- Updating clients on loan status in a timely manner.
- Customer service - addressing customer needs before, during, and after the loan process.
- Keeping workflow constantly updated in real-time.
- Collaborating with the credit team to ensure compliance.
- Working closely with brokers, agents, and other staff to achieve team goals and objectives
**Qualifications**:
If you meet the following requirements, we sincerely welcome your joining:
- One year or more of experience as a broker assistant and customer servicer.
- Excellent English communication skills, capable of fluent communication with bank credit teams, solicitors, and accountants.
- Demonstrated service-oriented mindset, with polite and efficient communication aimed at solving customer problems.
- Ability to coordinate and collaborate within the team.
- Resilience, able to maintain an optimistic and positive attitude and work efficiently under pressure.
- Strong coordination and communication skills, with the ability to liaise with bank training and training teams effectively.
If you meet the above requirements and aspire to achieve greater success in the financial field, do not hesitate to join our team
**Salary**: From $50,000.00 per year
Work Location: In person
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