Mortgage Settlement Expert
3 days ago
We are seeking a dedicated professional to manage the final stages of the mortgage process at Wingman Outsourcing. As a Mortgage Settlement Expert, you will ensure accurate documentation and smooth settlements.
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.
To be successful as a Mortgage Settlement Expert, you should have at least 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.
You should also be proficient in using mortgage broking software such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker, or other CRM software.
Furthermore, excellent customer service skills and a friendly, professional demeanor are essential for this role.
A strong attention to detail and organizational skills are also required to succeed as a Mortgage Settlement Expert.
Finally, ability to work well within a team environment and maintain harmonious relationships with clients and colleagues is necessary.
Clear and effective English communication skills, with minimal accent, are also required for this position.
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