Mortgage Broker Assistants | Insurance Broker Admin Assistants
Banking / Insurance / Financial Services
About the Employer
Job Description
Career Opportunity!
CN Global is an Australian owned entity with offices in Sydney and Melbourne along with our offshore offices in Colombo, Sri Lanka. We are constantly looking for amazing human talent to join our Sri Lanka team. Currently we have vacancies for the below positions. Please apply if you meet the following criteria.
MORTGAGE BROKER ASSISTANTS
Responsibilities
- Document Preparation & Organization
- Client Communication & Coordination
- Administrative Support
- Loan Processing Support
- Database and Record Maintenance
Qualification Requirements
- Minimum 1 year experience in mortgage, banking, or administrative support role
- Familiarity with mortgage documents and loan processing procedures is a plus.
- Excellent English communication skills, both written and verbal.
- Experience with mortgage software or CRM systems is an advantage.
INSURANCE BROKER ADMIN ASSISTANTS
Responsibilities
- Provide daily administrative support to Account Brokers.
- Assist in pre-renewal, renewal, and post-renewal insurance policy processes.
- Prepare and invoice insurance policies accurately and efficiently. Client follow-up and payment tracking.
- Manage and update client records and interactions in CRM systems. Contribute to reporting, compliance documentation, and support operational workflows.
Qualification Requirements
- Minimum of 1 year insurance administration or brokerage support experience.
- Experience using WinBEAT and HubSpot is highly desirable.
- Excellent English communication skills, both written and verbal.
- Proficiency in Microsoft Word, Excel, Outlook, and general computer skills.
Email: [email protected]
Mobile: +94 77 332 7268
Website: www.cnglobal.com.au
