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Company Overview:
Brunswick is a thriving mortgage brokerage and real estate consultancy poised for growth. Led by an experienced mortgage broker, the company serves clients across the real estate spectrum with a focus on personalized service and efficient operations.
Job Description:
In this fast-paced mortgage and real estate environment, you will be at the heart of client communications and business growth as a support specialist. You will manage lead follow-ups, guide clients through the mortgage application process, and ensure smooth operations across multiple business functions.
Responsibilities:
- Conduct proactive follow-ups with leads and clients at various stages of the mortgage application process.
- Assist clients in completing applications and uploading necessary documents, addressing queries as they arise.
- Manage the broker's calendar, scheduling appointments for complex cases requiring expert attention.
- Maintain ongoing relationships with past clients through timely communications and anniversary messages.
- Generate weekly reports for partnering real estate agents on mutual prospects.