Settlement Process Manager

6 days ago


Manila, National Capital Region, Philippines Wingman Outsourcing Full time

Wingman Outsourcing seeks a skilled Settlement Process Manager to oversee the final stages of the mortgage process. This critical role ensures accurate documentation and smooth settlements.

Responsibilities
  • Manage mortgage broking and lending administration activities from submission to settlement.
  • Lead the collection of required information and documentation from clients.
  • Stay current on lender policies and prepare servicing calculators.
  • Work collaboratively with brokers to recommend suitable lenders.
  • Utilize CRM systems to input and manage client data.
  • Oversee property valuation orders and track progress.
  • Follow up with lenders and solicitors on loan applications.
  • Deliver post-settlement information to clients.
  • Verify unconditional approvals and prepare loan documents.
  • Schedule client appointments and maintain relationships.
  • Develop staff members through training and coaching.
Skills and Qualifications

To succeed as a Settlement Process Manager, you should have at least 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.

Proficiency in mortgage broking software, such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or other CRM software, is required.

A strong background in customer service, coupled with a professional demeanor, is essential for success in this role.

A keen eye for detail and organizational skills are necessary to thrive as a Settlement Process Manager.

Able to work effectively within a team environment, maintaining harmonious relationships with clients and colleagues, is a must.

Clear and effective English communication skills, with minimal accent, are required for this position.



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