Broker Mortgage Assistant

Are you a tech-savvy, hard-working professional looking for an exciting opportunity to grow your career in the mortgage industry? Blue Pearl Mortgage Group is searching for a dynamic Broker Mortgage Assistant to join our passionate team. If you are eager to learn from the best and contribute to an innovative organization that truly values its employees, then we want to hear from you!

Company Description

Blue Pearl Mortgage Group is dedicated to providing innovative solutions for debt consolidation and mortgage financing. We pride ourselves on offering transparent advice and ensuring that our clients know they are our top priority. Our team of accredited mortgage professionals is committed to delivering the best mortgage options by working with multiple lenders, offering unbiased advice tailored to each client’s needs.

Blue Pearl Mortgage Group is a national Brokerage that began its journey in 2014. We are a passionate Organization that discovers innovative solutions for debt consolidation and mortgage financing for our clients. We offer more than just mortgages; since conception we have launched our Real Estate, Wealth Management, Quick Loans, and Insurance divisions. Each of these divisions work in tandem to expand the company and provide unlimited opportunities to grow your career.
We are an award-winning organization with recognition such as:

?The CMA Mortgage Employer of Choice 2023
?Mortgage Awards of Excellence for Best National Full-Fledged Brokerage 2023
?RFA award for excellence in Philanthropy and Community Service 2023

Role Summary

As a Broker Mortgage Assistant, you will work closely with our experienced Mortgage Brokers to gain valuable industry insights and hands-on experience. This role is perfect for someone looking to build a career in the mortgage industry, with opportunities for growth and professional development within our organization.

Duties and Responsibilities

?Data Entry & Document Management: Enter applications, upload documents, and manage client information efficiently.
?Pipeline Management: Prepare pre-close documentation, manage pipeline with tracker spreadsheet, and ensure timely processing.
?Client Communication: Send thank you and post-close emails, and provide clients with document lists through Velocity after application submission.
?Scheduling & Updates: Update Broker’s scheduled client calls as needed and review notes in Velocity for upcoming client interactions.
?Compliance: Assist with compliance packages to ensure all regulatory requirements are met.
Qualifications and Skills
?Tech-Savvy: Comfortable with data entry, document management, and using technology to streamline processes.
?Attention to Detail: Strong attention to detail to ensure accuracy and compliance.
?Interpersonal Skills: Excellent communication and interpersonal skills to engage with clients and team members.
?Hard-Working & Motivated: A self-starter who is eager to learn and contribute to a growing team.
?Sales Experience: Experience in sales or outbound calls is an asset.

How to Apply

If you are excited about this opportunity and believe you are a good fit for our team, please email your resume to Click to view. We appreciate all applicants’ interest, but only those selected for an interview will be contacted.

Join Blue Pearl Mortgage Group and be a part of a team that truly cares about quality and innovation. Grow your career with us and make a difference in the lives of our clients!