Financial Services Professional

20 hours ago


Coimbatore, Tamil Nadu, India beBeeMortgage Full time ₹ 65,000 - ₹ 75,000
Mortgage Associate Role

We are seeking a detail-oriented and client-focused professional to join our team as a Mortgage Associate.

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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