Administrative Support Specialist

Role Description

This role provides a crucial back-office support to the mortgage advisors, ensuring that the client’s application process runs smoothly and efficiently.

This position focuses on managing client communications, maintaining accurate records, and helping with document preparation, while also managing office supplies, handling incoming calls and inquiries, maintaining schedules, organizing meetings, and assisting with documentation and reports.

The incumbent will also act as point of contact for the clients and visitors, ensuring a professional and welcoming environment.

Key Responsibilities

• Greet clients, answer inquiries, and direct them to the relevant mortgage advisors.
• Answer and route incoming phone calls, emails, and messages.
• Assist with the preparation and submission of mortgage loan applications.
• Coordinate communication between brokers, clients, and lenders.
• Handle administrative tasks including document collection, filing, and client data entry.
• Manage incoming inquiries and direct them to the appropriate Mortgage Advisor for further assistance.
• Maintain a clean and organized office environment.
• Support the team with market research, client reports, and other required tasks.
  
  

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum of 2 years experience in administrative roles or customer service, preferably within the mortgage or financial sector.
• Minimum of 2 years experience in credit underwriting, mortgage analysis, or financial services.
• Strong attention to detail and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficient in Microsoft Office & Zoho Mail