Broker Admin – HeadmastersHR in Colombo, Western Province
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HeadmastersHR is currently seeking applicants for the position of Broker Admin in the Western Province area. The available job type for this position is Full-time.
We are specifically looking for individuals who possess strong Finance and Sales skills and have a minimum of Entry level in the field. In addition to technical expertise, we highly value honesty, discipline, and a strong sense of responsibility in our employees.
HeadmastersHR operates within the Human Resources Services industry. If you are interested in applying for this position and becoming a part of our company, we encourage you to submit your application.
Job Information
| Company: | HeadmastersHR |
| Position: | Broker Admin |
| Region: | Colombo - Western Province, Western Province |
| Education: | Confidential |
| Job Function: | Finance and Sales |
| Seniority Level: | Entry level |
| Job Type: | Full-time |
| Industry: | Human Resources Services |
Job Description
Location: Colombo
Job Description:
As a Broker Admin, your primary responsibilities involve managing the client relationship management (CRM) system, coordinating new mortgage applications, handling reception duties, and supporting existing clients. You will work closely with advisors to ensure a smooth process from initial enquiry to mortgage completion.
Key Responsibilities:
– Input client enquiries into the CRM system.
– Collaborate with advisors to gather required documents for new cases.
– Guide clients through the application process, from Decision in Principle (DIP) to Full Mortgage Application (FMA).
– Provide clients with life and general insurance (GI) quotes and assist with underwriting.
– Keep clients informed about valuation dates and outcomes.
– Coordinate with solicitors to track progress and update clients accordingly.
– Generate broker fee invoices and communicate them to clients.
– Enter cases for existing clients to set up renewal reminders.
Reception Duties:
– Answer incoming calls, directing enquiries to advisors and assisting existing clients.
– Manage stationery orders and send reminders for pending tasks.
– Coordinate delivery of welcome hampers to clients and solicit feedback.
Benefit
- Overtime bonus
- Gaining experience
- Comfortable work environment
Application Requirements
- Good communication skills
- Strong team skills
- Experience in similar work
Company address
| Province | Western Province |
| City | Colombo |
| Google Map | Google Map |
Job Application Information
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