Broker Support Associate - Remote

Overview

The Broker Support Associate will provide essential administrative and data entry support to ensure smooth operations and assist brokers with day-to-day tasks.

In Short

• Handle administrative tasks related to mortgage and loan processing.
• Accurately input and manage client and loan application data.
• Liaise with lenders, brokers, and clients to obtain and verify necessary documentation.
• Maintain and update client records within the CRM system.
• Assist in preparing and reviewing loan documents and agreements.
• Perform compliance checks and ensure all documentation meets regulatory requirements.
• Provide general support to brokers, including calendar management and email correspondence.
• Contribute to process improvements and help streamline workflows.

Requirements

• Strong attention to detail.
• Excellent organizational skills.
• Positive attitude and team fit.

Benefits

• Work from home arrangement.
• Employer of Record (EOR) setup.
• Full-time position.