Broker Support (Sales & Finance Administration) - BREMPAF02

Strong administrative experience, preferably in finance or brokerage. Comfortable working in a fast-paced setting with multiple stakeholders. Basic CRM experience, ideally HubSpot, with ability to work with tasks/workflows and a sales pipeline. Excellent communication skills (written & verbal) and customer service orientation. Highly organised, methodical, able to track and follow up many moving parts. Intermediate to advanced Excel skills, ability to generate basic reports and manage data. Understanding of broker flows: from application to settlement, documentation obligations, lender requirements.

Monitor CRM system for broker follow-up items, missing documentation, or stalled applications. Liaise with brokers to chase outstanding documents/applications and communicate with clients, lenders, and internal teams. Process general broker support tasks: file/document preparation, data entry, uploading applications, workflow routing, ensuring compliance and accuracy. Provide customer service: respond to client inquiries, update clients on status, escalate issues, and maintain a professional client interface. Prioritize tasks with the sales/broker team to support deal flows. Maintain and update CRM data integrity and report on key metrics. Support internal teams (operations, settlement, marketing) as needed.