Administrative Support Specialist
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Key skills for this role
About the Role
This role involves providing administrative support, managing client communications, maintaining records, and assisting with mortgage applications and office organization.
Key Skills for This Role
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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.
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