
Financial Services Professional
2 days ago
As a Mortgage Associate, you will be responsible for supporting the end-to-end mortgage application process with exceptional client service.
Key Responsibilities:Loan Processing and Client Interaction:- Review and process mortgage applications to ensure completeness and accuracy.
- Liaise directly with clients to verify information and obtain necessary documentation.
- Maintain communication with clients, lenders, solicitors, and estate agents to provide updates and address inquiries.
- Accurately input application details into internal systems, ensuring compliance with all relevant regulations.
- Maintain and update client records within the CRM system for seamless tracking and follow-up.
- Support Case Managers by preparing comprehensive case files for underwriting decisions.
- Partner with Mortgage Advisors to gather additional documentation or clarify details required for loan approvals.
- Coordinate with internal teams to ensure timely submission and resolution of loan applications.
- Provide exceptional customer service, prioritizing client satisfaction and fostering positive relationships.
Requirements:
- Proven experience in mortgage administration or a related financial services role.
- Strong organizational and administrative skills with attention to detail.
- Excellent communication and interpersonal abilities.
- Familiarity with CRM systems and proficiency in Microsoft Office Suite.
- Knowledge of mortgage regulations and compliance standards.
- Ability to work independently and collaboratively within a team.
Our Ideal Candidate Will Possess
- A strong passion for delivering exceptional customer experiences.
- Excellent time management and organizational skills.
- The ability to work effectively in a fast-paced environment.
- Excellent problem-solving and analytical skills.
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