Mortgage Broker
CurrentMortgage Broker AssistantJanuary 2024-PresentBlain FinancialJob Description:• Processing and entering loan applications in CRM systems and Apply Online (CBA, Westpac, ANZ, St. George, Macquarie, NAB and etc)• Handling credit documentation and compliance documents• Managing the request of valuation and pricing• Entering client fact find in Mercury CRM• Renaming and organizing clients documentsKey system or software:• Connective CRM or Mercury CRM