Brokerage Associate Deskwork

About Deskwork

Job Description

Mortgage Brokerage Administrative Assistant Remote Full-time New Zealand working hours Our client, a reputable mortgage brokerage firm in New Zealand, is seeking a dedicated and detail-oriented Remote Administration Assistant to join their team. This role is critical in providing administrative support and client servicing, with a particular focus on re-fixing clients" loans. The ideal candidate will be highly organized, have excellent communication skills, and be capable of working independently in a remote environment. Key Responsibilities: 1. Loan Re-Fixing Support: Client Communication: Engage with clients prior to the expiration of their fixed-term loans to discuss re-fixing options, providing relevant information on current rates and available offers. Document Preparation: Prepare and dispatch re-fixing documentation, ensuring that all information is accurate and up-to-date. Rate Comparison: Assist clients in comparing interest rate options and advise on the most suitable choices based on their financial circumstances. Follow-Up: Track and follow up with clients to ensure timely completion of the re-fixing process, including the submission of necessary documents. 2. Administrative Support: Data Entry: Accurately input and update client information in the brokerage firms CRM system. File Management: Maintain organised and secure client files, both physical and electronic, for easy access and reference. Scheduling: Manage appointments and meetings for mortgage brokers, including follow-ups and reminders to ensure all parties are informed. 3. Client Servicing: Client Inquiries: Manage incoming calls and emails from clients, providing information or directing them to the appropriate team member as needed. Customer Relationship Management: Build and maintain strong relationships with clients by offering exceptional service and addressing concerns promptly. Problem Resolution: Aid in resolving any issues related to loan re-fixing by liaising with the mortgage broker and financial institutions. 4. Compliance and Documentation: Compliance Checks: Ensure that all documentation and processes are in compliance with New Zealands financial regulations and the brokerage firm's policies. Document Verification: Review client documents for accuracy and completeness before submission to financial institutions. Qualifications and Skills: Experience: Previous experience in a similar administrative or customer service role, ideally within the financial or mortgage industry in New Zealand or Australia. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems. Communication: Strong verbal and written communication skills, with the ability to interact professionally with clients and team members. Attention to Detail: Excellent organizational skills with a high level of attention to detail, ensuring accuracy in all tasks. Time Management: Ability to efficiently manage multiple tasks and deadlines in a remote work environment. Problem-Solving: Proactive and resourceful, capable of troubleshooting issues and providing effective solutions. Interested candidates are invited to submit their CV outlining their qualifications and experience.,