With 9 years of experience, I've honed my skills as a Mortgage Broker Assistant and Data Entry Specialist, excelling in the fast-paced finance industry. My career journey includes 7 years as a Senior Documentation Assistant, where I developed a keen eye for detail and efficiency. I've also served as an Admin Assistant in the BPO Finance Industry for an Australian client for a year and as an Email Marketing Admin for a US-based client for 6 months, broadening my expertise in diverse roles and industries.
Currently, I am a Mortgage Broker Assistant for an Australian company. In this role, I manage a variety of responsibilities, including:
•Data Entry: Ensuring accurate and timely input of financial information.
•CRM Support: Assisting Brokers and Client Service Managers to maintain effective client relationships.
•Executive Support: Providing assistance to Directors and the Head Broker.
•Loan Preparation: Compiling and preparing comprehensive loan files.
•Application Management: Entering loan applications using myCRM and updating -----------.
•Client Follow-Up: Communicating with clients to secure missing documentation and ensure smooth processing.
My diverse experience has equipped me with a robust skill set, including meticulous attention to detail, excellent communication abilities, and strong organizational skills. I am passionate about supporting clients and colleagues, ensuring processes run smoothly, and contributing to the success of the teams I work with. Looking forward working with you soon!
