Castle Finance Solutions is a dynamic and growing mortgage brokerage based in The Junction. We pride ourselves on delivering tailored finance solutions with professionalism, integrity, and a client-first approach. As our business continues to expand, we're looking for a reliable and detail-oriented Mortgage Broker Assistant to join our team.

As a Mortgage Broker Assistant, you'll play a key role in supporting our brokers with loan processing, client communication, document management, and lender liaison. Your efficiency and attention to detail will help ensure our clients experience a smooth and seamless finance journey from initial enquiry to settlement.

This position offers remote flexibility, with the option to work from home part-time or full-time depending on experience and performance.

Key Responsibilities:

Prepare, collect and review client documentation for loan submissions

Liaise with lenders, solicitors, and other stakeholders to monitor applications

Maintain CRM systems and manage workflow tasks

Assist with loan structuring and scenario research

Provide updates and follow-ups to clients throughout the loan process

General administrative and client service support to the broker team

What We're Looking For:

Minimum 2 years' experience in a mortgage or finance-related role (essential)

Working knowledge of lending policies and mortgage products

Proficiency with Mercury and experience with ApplyOnline (preferred but not essential)

Proficiency in Microsoft Office and CRM software

Strong communication and interpersonal skills

High attention to detail and organisational skills

A proactive, can-do attitude with a willingness to learn