job description
Join Boomering Inc. and become part of a dynamic team of professionals dedicated to delivering top-tier administrative support in the banking and financial services sector. As a Mortgage Broker Assistant, you will play a crucial role in ensuring seamless operations, client satisfaction, and efficient workflow management. This hybrid role offers the flexibility to work remotely while contributing to a global team.
Based in the vibrant and picturesque island of Bali, this position is perfect for individuals who thrive in a collaborative environment and are passionate about the financial industry. Whether you're assisting with loan processing, managing client communications, or ensuring compliance with regulatory standards, your work will directly impact the success of our clients and the growth of our organization.
If you are detail-oriented, highly organized, and eager to advance your career in a supportive and innovative setting, we invite you to apply and take the next step in your professional journey with us.
Responsibility
- Assist mortgage brokers in processing loan applications, gathering necessary documentation, and ensuring timely submissions.
- Manage client communications, including inquiries, follow-ups, and updates on loan status, with a focus on delivering exceptional service.
- Coordinate with lenders, underwriters, and other stakeholders to facilitate smooth and efficient loan processing.
- Maintain accurate and up-to-date records of client interactions, loan applications, and transaction details in the company’s CRM system.
- Prepare and review financial documents, such as income statements, credit reports, and property appraisals, to ensure compliance with lending guidelines.
- Assist in the preparation of loan proposals, presentations, and reports for clients and internal stakeholders.
- Stay updated on industry regulations, lending policies, and market trends to provide informed support to the brokerage team.
- Handle administrative tasks, including scheduling appointments, managing calendars, and organizing client files.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field is preferred.
- Minimum of 1-2 years of experience in administrative support, customer service, or a related role within the financial services industry.
- Strong organizational skills with the ability to multitask, prioritize tasks, and meet deadlines in a fast-paced environment.
- Excellent communication skills, both written and verbal, with a customer-centric approach.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM software.
- Basic understanding of mortgage lending processes, financial terminology, and regulatory requirements is a plus.
- High level of attention to detail and accuracy in handling sensitive financial information.
- Ability to work independently as well as collaboratively in a hybrid or remote work setting.