Job Description
- Assist brokers with end-to-end loan processing, from initial application through to settlement.
- Liaise with clients, lenders, our dealerships and third parties to gather and verify documents.
- Input and maintain data correctly in CRM and reporting programs such as sales logs.
- Follow-up with lenders and clients to ensure smooth and quick loan progression.
- Manage post-settlement tasks and ensure records are kept up to date.
- Ensure compliance with relevant regulations and internal processes.
- Create invoices and general administration tasks to support your team.
Qualifications:
- Experience with CRM (customer relationship systems) is a plus.
- Ability to work independently and manage multiple priorities.
- Ability to work in a fast-paced environment, with self-motivation to achieve individual task requirements.
- Flexible and proactive attitude.
- Exceptional a...
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