Mortgage Settlement Officer

1 week ago

Metro Manila, Philippines Wingman Outsourcing Full time

Job description
We are seeking a dedicated and detail-oriented Mortgage Settlement Officer to join our team You will be responsible for managing the final stages of the mortgage process, ensuring all documentation is accurate and complete, and coordinating with various parties to ensure a smooth and timely settlement.

Key Responsibilities:
Assist in mortgage broking and lending administration from submission to settlement.
Collect required information and documentation from clients.
Prepare servicing calculators and stay updated on lender policies.
Collaborate with brokers to recommend suitable lenders.
Input and manage client data in CRM systems.
Order property valuations and monitor their progress.
Submit loan applications and follow up with lenders and solicitors.
Provide clients with post-settlement information.
Verify unconditional approvals and prepare loan documents for signing.
Schedule and facilitate client appointments.
Maintain relationships with external organizations and service providers.
Provide training to new and existing staff members when needed.

Job requirements
Qualifications:
Must have 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.
Proficiency in using mortgage broking software such as MyCRM, FileInvite, ApplyOnline, Quickli, and CoreLogic.
Excellent customer service skills and a friendly, professional demeanor.
Strong attention to detail and organizational skills.
Ability to work well within a team environment and maintain harmonious relationships with clients and colleagues.
Clear and effective English communication skills, with minimal accent.

Technical Requirements:
Equipment is self-provided
USB Headset with Noise Cancellation feature
Working Webcam
Computer with at least 1.5 GHz processor and at least 8GB RAM
Main Internet Service Speed: at least 50 Mbps cable connection
Backup Internet Service Speed: at least 25 Mbps
Dual Monitor

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