
Mortgage Operations Specialist
2 days ago
The role of a Mortgage Operations Specialist entails coordinating with financial institutions, clients, and solicitors to streamline the mortgage processing process.
Key Responsibilities:
- Forge effective relationships with lenders, clients, banks, and solicitors to facilitate efficient processing.
- Prepare and review loan documentation for accuracy and completeness.
- Conduct thorough compliance checks to meet regulatory standards.
- Monitor progress and ensure timely completion of approvals and settlements.
- Maintain and update CRM records with all client interactions.
- Provide exceptional customer service by assisting clients with queries throughout the process.
Requirements:
- Proven experience in mortgage operations or a related field within the financial services industry.
- Proficiency in utilizing mortgage processing software.
- Excellent attention to detail and organizational skills.
- Strong communication skills, enabling effective collaboration with clients and lenders.
- Cert IV in Finance and Mortgage Broking (or willingness to obtain).
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