Financial Services Coordinator

14 hours ago

Gulbarga, Karnataka, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000

We are seeking a detail-oriented professional with strong administrative skills to support the end-to-end mortgage application process. This role is ideal for someone who is organized, communicative, and dedicated to providing exceptional customer service.

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.
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.

If you are a motivated individual looking for a challenging opportunity, we encourage you to apply.

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