Mortgage Broker
Core
Provide lending solutions to clients by evaluating their information and collaborating with lenders.
Role type
Mortgage Broker
Builds
Lending solutions for new and existing clients
Domain
Financial Services / Mortgage Broking
Required skills
Loan writing, Lending practices knowledge, Client relationship management, Referral partner network development, Regulatory compliance, Document management
Preferred skills
None stated
Technologies
None stated
Responsibilities
Serve as primary point of contact for clients and referral partners; Act as liaison between support team, clients, lenders, and partners; Meet with clients to understand requirements; Evaluate client information and collaborate with lenders for suitable solutions; Ensure client files are completed in compliance with regulations; Develop rapport with referral partners to generate leads.
Seniority
Mid-level, experienced professional
