Mortgage Liaison Assistant
Core
Administrative support for Mortgage Sales Bankers, handling document processing, lead assignment, and customer data updates.
Role type
Administrative Assistant (Mortgage)
Builds
Mortgage sales operations support
Domain
Banking / Mortgage Lending
Deliverable
dashboards & analysis
Required skills
Document collation, Data entry, Lead assignment, Courier coordination, Name screening
Responsibilities
Tracking and updating E-Acceptance Reports, Printing documents and arranging courier services, Collating Account Opening Forms, Assigning leads to sales bankers, Updating PWEB online application leads, Performing name screening and searches