Financial Services Specialist

24 hours ago

Meerut, Uttar Pradesh, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000
Mortgage Associate

We are seeking a detail-oriented and client-focused professional to support our mortgage application process. The ideal candidate will ensure efficiency, compliance, and exceptional client service throughout the journey.

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.
  • Data Management and Compliance:
    • 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.
  • Collaboration and Support:
    • 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.

What We Offer:

  • A competitive salary package.
  • Opportunity to work in a supportive and dynamic environment.
  • Professional growth and development opportunities.
  • Flexible work arrangements, including remote work options.

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