Executive Assistant to Mortgage Broker
Best Role · Patan
Job description
About the role
The Executive Assistant will support a busy mortgage broker by handling client communications, managing the broker’s diary and inbox, and coordinating loan‑related tasks. This role ensures smooth operations from initial client contact through loan settlement.
Key responsibilities
- Act as the first point of contact for clients, manage emails, voicemails, and schedule appointments.
- Maintain the broker’s calendar, arrange travel, and prepare pre‑ and post‑meeting materials.
- Process loan‑related documentation, order pricing and property valuations, and track submissions to meet service level agreements.
- Enter and update client information, expenses, and tasks in the Mercury CRM system.
- Compile market research, prepare reports, and assist in creating presentations for clients.
- Ensure all client documents are correctly filed, renamed, and stored in compliance with industry regulations.
- Track partner referrals, coordinate thank‑you notes or gifts, and log daily broker appointments.
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Best Role
Patan