Hiring Guide for Mortgage Broking Assistants in Charlotte
Business leaders, such as Mortgage Brokers, can spend up to 36% of their workweek on minor administrative tasks.
Check out how you can save up to 70% vs traditional hiring costs with our TEAM BUILDER.
Download a custom remote staffing business case tailored to your hiring needs.
How do top Mortgage Brokers find more time to focus on revenue?
Did you know Mortgage Brokers spend around 36% of their week on admin tasks, with over 30% dedicating up to half their hours to similar work?
That’s time better spent on other things that drive revenue. Offloading these duties to a remote Mortgage Broking Assistant can free you to focus on what truly matters.
Choosing the right remote staffing provider is crucial. Look for strong ethical values, a vibrant work culture, and a sense of community among teams. Ensure they prioritize data security with robust endpoint protections, ISO certifications, and reliable business continuity plans.
For your Charlotte business to thrive, bring on a Mortgage Broking Assistant with these key skills:
- Loan application: Oversee the entire loan process from pre-submission to settlement, including proficiency in data entry and CRM management
- Documentation preparation: Skilled in preparing compliance documentation, application packs, lender forms, and compiling necessary supporting documents
- Loan tracking and reporting: Competence in tracking loan progress, ordering valuations and property reports, and handling pricing requests
- Financial assessment: Expertise in calculating servicing capabilities, evaluating borrowing capacity, and assessing funding positions
- Communication and coordination: Liaise with clients and coordinate with lenders, solicitors, and valuers
- Administrative support: Proficiency in managing administrative tasks, responding to queries, completing bank forms, and conducting loan reviews and post-settlement activities
- Tools & software: Familiarity with popular tools such as Encompass, Calyx Point, Floify, and Blend to efficiently manage processes and send timely updates to stakeholders
- Additional skills of a Mortgage Broking Seattle Specialist:
- Knowledgeable of a variety of loan products, from a complex mortgage to simple refinance, helping families in Washington achieve their dream of homeownership
- Familiar with current rates and rate changes, understanding their impact on credit and loan products to create tailored solutions
- Skilled in streamlining transactions by collaborating with stakeholders (e.g., loan officer, developer, team members, etc.)
- Experienced in providing a customized version of services that meet individual needs, making a meaningful difference no matter the financial situation
- Focused on continuing to improve processes and design solutions that are helpful and aligned with customers’ goals
A guide to interviewing Mortgage Broking Assistants for Charlotte: Questions to ask
To get a good sense of a candidate’s suitability for a Mortgage Broking Assistant role, ask these questions:
- Can you share your experience working with Charlotte mortgage brokers or mortgage lenders?
- What are the essential skills needed to succeed as a mortgage broker?
- How do you build strong relationships with clients?
- What’s your go-to method for keeping up with industry changes?
- How do you maintain top-notch customer service?
- Can you describe a transaction you helped manage from start to finish?
- What steps do you take to support loan officers effectively?
- How did you get started in the mortgage industry?
How much does hiring an outsourced Mortgage Broking Assistant for Charlotte cost?
Considering hiring a Mortgage Broking Assistant? Costs vary based on location, experience, and skills. In Charlotte, remember to factor in additional expenses like health insurance and office space, which can add about 30% to the base salary. Also, job ads on platforms like Seek and LinkedIn or recruitment agencies can cost up to 20% of the first-year salary in fees.
Outsourcing to countries like the Philippines, Colombia, or India can significantly reduce costs. Tools like Cloudstaff’s Teambuilder help show potential savings, allowing you to access a global talent pool while minimizing expenses.
Steps to hiring remote Mortgage Broking Assistants with Cloudstaff
Cloudstaff streamlines the process of adding a Mortgage Broking Assistant to your Charlotte team.
Match
We use a database of 700,000 candidates and AI technology to find the right match for you.
Interview
We streamline the selection process to ensure you meet only the best candidates.
Offer
We handle all local employment paperwork, from offers to contracts.
Enable
On day one, your new hires have everything they need, including equipment and secure logins.
Induct
Our thorough legal induction ensures all new hires are compliant from the start.
Train
We provide access to training materials and to our learning platform, CS Academy, for ongoing talent development.
Manage
Our team supports productivity, staff relations, and growth, helping your workforce thrive.
Onboarding & training Mortgage Broking Assistants at Cloudstaff, your Employer of Record
When outsourcing Mortgage Broking Assistants for your Charlotte company, you’ll need to deal with different remote staffing regulations.
The good news is that companies like Cloudstaff, working out of the Philippines, Colombia, and India, handle all the tricky details, such as local labor laws, payroll, taxes, and benefits. This enables you to focus on managing your remote team without stressing over the administrative tasks.
Getting a remote Mortgage Broking Assistant who fits your company culture is crucial for success. We look for candidates fluent in English, energetic, team-oriented, and a great match for Charlotte businesses. We’ll assist you in evaluating their technical skills and cultural fit as you make your hiring decision.
With Cloudstaff, bringing new remote team members on board and getting them up to speed is straightforward. We set clear expectations, provide thorough training, and implement management practices that align with US standards to foster a positive remote work environment.
Also, our Client Growth Partners will touch base with you regularly, especially at the start and as your team grows, so you have all the support you need.
What makes Cloudstaff’s remote staffing solutions different from other outsourcing models?
Cloudstaff’s unique approach to remote staffing sets it apart in the outsourcing industry.
Cloudstaff’s remote staffing solutions
Ethical outsourcing
- Committed to safety, employee growth, and a celebrated work culture
- Transparent pricing, and comprehensive benefits
- Robust Business Continuity Planning (BCP)
#1 Workplace
- Your trusted co-pilot to find the best talent
- Our recruitment experts offer access to over 700,000 skilled remote professionals worldwide, supported by our comprehensive Cloudstaff Academy
Operational brilliance
- Dedicated to your remarkable growth, our Client Growth Partners are always there for you whenever you need them
- We provide exceptional staff, mobilize teams, and manage performance to move your business forward
Enterprise-grade outsourcing
- Significant investment in advanced technology and platforms
- Unrivaled security features tailored for enterprise need
- Leading-edge in tech-enabled solutions with top-tier remote work technology and AI talent augmentation
- We have a Google-alum Chief AI Officer who is advancing our proprietary AI to enhance matching accuracy, ensure a private generative AI environment for secure staff usage, and develop specialized AI toolkits for various industries.
Other outsourcing models
Direct contracting
- Compliance issues due to legal concerns
Freelance hiring
- Tax obligations not met
- Lack of full-time commitment
Traditional outsourcing
- Ethical considerations
- Potential business risks
- Limited post-sales support
Establishing a local entity
- Initial investment requirement of approximately $250k
- Additional considerations for local equipment procurement
- Necessitates investment in local human resources and cultural integration
- Local bureaucratic hurdles
Recognizing the skills of talented Mortgage Broking Assistants is essential
But ensuring they feel valued is even more crucial. Focus on a people-first culture, offer attractive benefits, implement rewards, support career growth, run retention programs, and promote a healthy work-life balance.
Check out how you can save up to 70% vs traditional hiring costs with our TEAM BUILDER.
Download a custom remote staffing business case tailored to your hiring needs.
Don’t let concerns about hiring or budget limitations hold you back.
We’re here to help you hire the ideal talent.
