Job Order Detail

Description

Collect, organize, and analyze financial documents from clients, realtors, and builders for mortgage applications.

Assist in structuring mortgage applications, communicating with clients and team members, and providing updates.

Maintain and update client files.

Work independently and as part of a team.

Analyze financial documents, complete calculations, and present findings.

Strong written and verbal communication skills.

Provide exceptional customer service.

Detail-oriented, able to multi-task, and manage time efficiently.

Respond to client inquiries and facilitate the mortgage application process.

Proficient in Microsoft Office applications (Excel, Word, etc.).

Previous experience as a credit assistant or in a similar role in the finance/banking industry preferred.