job description
Are you a detail-oriented professional looking to advance your career in the financial services sector? Dash10 Managed Services is seeking a highly motivated Adviser Associate to join our growing team. In this pivotal role, you will be the backbone of our mortgage advisory operations, ensuring that every loan application transitions seamlessly from initial contact to final settlement.
As an Adviser Associate working from the comfort of your home, you will enjoy a stable dayshift schedule while gaining exposure to international mortgage processes. We are looking for individuals who pride themselves on accuracy, clear communication, and the ability to thrive in a fast-paced virtual environment. If you are tech-savvy, organized, and passionate about supporting client success, we want to hear from you!
Responsibility
- Manage end-to-end mortgage application processing with high attention to detail.
- Update and maintain accurate client information within our CRM systems.
- Coordinate efficiently between clients and lenders to expedite loan approvals.
- Ensure all documentation complies with financial regulations and company standards.
- Proactively identify and resolve bottlenecks in the loan application pipeline.
- Prepare comprehensive reports on application status for mortgage advisers.
- Provide timely and professional communication to all stakeholders involved in the settlement process.
Qualifications
- Bachelor’s degree in Finance, Business Administration, or a related field.
- At least 1-2 years of experience in administrative or back-office support, preferably in banking or mortgage services.
- Proficiency in CRM software and Microsoft Office Suite (Excel/Word).
- Excellent written and verbal communication skills in English.
- Strong analytical and problem-solving abilities.
- Ability to work independently in a WFH setup while maintaining high productivity levels.
- High level of integrity and commitment to data privacy and confidentiality.