01Overview
Position OverviewWe are looking for a highly organized, detail-oriented
Mortgage Broker Secretaryto support a Commercial Mortgage Broker in handling daily administrative tasks and documentation. This role involves preparing and managing mortgage paperwork, maintaining client files, coordinating communication, and ensuring all documents are submitted accurately and on time. The ideal candidate has strong administrative skills, impeccable attention to detail, and solid experience using Excel.
Key ResponsibilitiesPrepare, review, and organize paperwork for commercial mortgage applications.Maintain accurate and up-to-date client files, records, and documentation.Assist with gathering required documents from clients and third parties.Coordinate schedules, manage emails, and communicate with lenders, clients, and other stakeholders.Use Excel to track loan pipelines, update client information, organize data, and prepare simple reports.Ensure all forms and submissions are complete, compliant, and error-free.Perform general administrative and secretarial tasks to support the Mortgage Brokers daily workflow.RequirementsAt least 1 year of mortgage, or document-processing experience (preferred)Proficiency inMicrosoft Excel(formulas, spreadsheets, data entry)Strong attention to detail and accuracyExcellent written and verbal communication skillsExperience in real estate, lending, or mortgage processing.Familiarity with loan documents or mortgage-related paperwork.Strong customer service and communication skills.Originally posted on .
