Administrative Support Specialist

Role Overview

This position plays a vital role in providing back-office assistance to mortgage advisors, facilitating a seamless and efficient process for client mortgage applications.

Key Duties

• Welcome clients and address their queries, directing them appropriately to mortgage advisors.
• Manage incoming calls, emails, and messages, ensuring effective communication flow.
• Assist in preparing and submitting mortgage loan applications with accuracy.
• Coordinate among brokers, clients, and lenders to streamline communication.
• Oversee administrative responsibilities such as gathering documents, filing, and entering client data.
• Handle incoming inquiries by routing them to the designated Mortgage Advisor for further support.
• Maintain a tidy and well-organized office setting.
• Contribute support to the team by conducting market research, preparing client reports, and other necessary tasks.

Candidate Qualifications

• Possession of a Bachelor's degree in Finance, Accounting, or a related discipline.
• At least two years of experience in administrative or customer service roles, preferably within mortgage or financial industries.
• Minimum two years of background in credit underwriting, mortgage analysis, or financial services.
• Highly detail-oriented with excellent organizational capabilities.
• Strong communication and interpersonal skills.
• Proficiency using Microsoft Office and Zoho Mail software.