Mortgage Liaison Assistant
Core
Administrative support for mortgage sales bankers, handling document processing, lead assignment, and customer data updates.
Role type
Administrative Assistant (Mortgage Operations)
Builds
Mortgage sales support workflows and customer onboarding processes
Domain
Banking / Mortgage Lending
Deliverable
product features
Required skills
Document collation, Data entry, Lead assignment, Courier coordination, Name screening, System updates
Responsibilities
Tracking and updating E-Acceptance Reports, Printing documents and arranging courier services, Collating Account Opening Forms, Assigning leads from various channels, Updating PWEB online application leads, Performing name screening and searches