Financial Services Specialist

1 week ago

Ajmer, Rajasthan, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000
Job Overview

We are seeking a Mortgage Associate to support the end-to-end mortgage application process, ensuring efficiency, compliance, and exceptional client service.

This role requires strong administrative skills, meticulous attention to detail, and excellent communication abilities to assist clients through the mortgage journey.

Key Responsibilities:
  • 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.
What We Offer:
  • A competitive salary package with opportunities for professional growth and development.
  • The chance to work in a supportive and dynamic environment with flexible work arrangements.

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