Key skills
CRMCommunication
About this role
Role Overview
- Collect, review, and organize client documents for loan applications
- Ensure all required documents are complete and meet compliance standards
- Accurately enter client and loan information into the CRM system
- Maintain and update records in MyCRM or similar platforms
- Follow up with clients, brokers, or relevant parties for missing information
- Monitor application progress and keep records up to date
- Support the team in meeting processing timelines and service standards
Requirements
- Previous experience in loan processing, mortgage support, or similar role
- Experience using MyCRM (Loan Market) is highly preferred
- Strong data entry skills with high attention to detail
- Familiarity with loan documentation and basic compliance requirements
- Good communication and organizational skills
- Ability to manage multiple tasks and meet deadlines