Senior Mortgage Process Coordinator

1 day ago


Manila, National Capital Region, Philippines Wingman Outsourcing Full time

Company Overview

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We are Wingman Outsourcing, a leading provider of outsourcing solutions. Our mission is to deliver exceptional services that exceed our clients' expectations.

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Job Summary

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As a Mortgage Settlement Officer, you will play a crucial role in managing the final stages of the mortgage process. Your primary responsibility will be to ensure accurate documentation and smooth settlements for our clients.

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Key Responsibilities:

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  • 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.">
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Qualification:

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To be successful in this role, you should have at least 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.

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You should also possess proficiency in using mortgage broking software such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or other CRM software.

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Additionally, you should have excellent customer service skills, a friendly, professional demeanor, strong attention to detail, and organizational skills.

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You should be able to work well within a team environment and maintain harmonious relationships with clients and colleagues.

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Clear and effective English communication skills, with minimal accent, are essential for this role.

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Benefits:

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As a valued member of our team, you will enjoy a range of benefits, including opportunities for career growth and development.

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Others:

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We are an equal opportunities employer and welcome applications from diverse candidates.



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