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Financial Services Specialist
2 weeks ago
Our organization is seeking a skilled professional to fill the position of Mortgage Associate. As a key member of our team, you will be responsible for supporting the end-to-end mortgage application process.
About the PositionThis role involves reviewing and processing mortgage applications to ensure completeness and accuracy. You will liaise directly with clients to verify information and obtain necessary documentation.
Key Responsibilities- Review and process mortgage applications.
- Liaise with clients to gather required information.
- Communicate with clients, lenders, solicitors, and estate agents.
- Accurately input application details into internal systems.
- Maintain client records within the CRM system.
- Support Case Managers in preparing comprehensive case files.
- Partner with colleagues to gather additional documentation or clarify loan approval details.
- Coordinate with internal teams to ensure timely submission and resolution of loan applications.
- Provide exceptional customer service.
- Proven experience in mortgage administration or a related financial services role.
- Strong organizational and administrative skills.
- 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.
- Competitive salary package.
- Opportunity to work in a supportive and dynamic environment.
- Professional growth and development opportunities.
- Flexible work arrangements.
