Senior Mortgage Process Coordinator
1 day ago
Company Overview
">We are Wingman Outsourcing, a leading provider of outsourcing solutions. Our mission is to deliver exceptional services that exceed our clients' expectations.
">Job Summary
">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.
">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.">
Qualification:
">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.
">You should also possess proficiency in using mortgage broking software such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or other CRM software.
">Additionally, you should have excellent customer service skills, a friendly, professional demeanor, strong attention to detail, and organizational skills.
">You should be able to work well within a team environment and maintain harmonious relationships with clients and colleagues.
">Clear and effective English communication skills, with minimal accent, are essential for this role.
">Benefits:
">As a valued member of our team, you will enjoy a range of benefits, including opportunities for career growth and development.
">Others:
">We are an equal opportunities employer and welcome applications from diverse candidates.
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