Senior Mortgage Operations Specialist

3 weeks ago


Cape Town, Western Cape, South Africa West Coast Personnel Full time

Job Title: Mortgage Coordinator

West Coast Personnel is seeking a skilled Mortgage Coordinator to join our team. As a Mortgage Coordinator, you will play a crucial role in streamlining the mortgage process from start to finish.

Key Responsibilities:

  • Client Communication: Establish strong relationships with clients through regular phone or Zoom calls, ensuring they feel supported and informed throughout the mortgage process.
  • Document Management: Create and distribute comprehensive shopping lists of required documents to clients, including bank statements, pay slips, proof of address/ID, employer references, and more. Verify the correct document list with specific lenders.
  • Motivation and Follow-Up: Build rapport with clients and encourage the timely submission of documents. Review submitted materials for accuracy and completeness, identifying any discrepancies from the initial pre-approval.
  • Application Submission: Upload completed applications to the lender's portal and maintain communication with the lender to monitor progress.
  • Issue Resolution: Address any concerns raised by the lender and work collaboratively with clients to resolve issues promptly.
  • Valuation Management: Oversee the valuation process of the property once underwritten, ensuring all requirements are met.
  • Formal Offer Facilitation: Chase the lender for the formal mortgage offer, issue it to the client upon receipt of the final broker fee, and assist in coordinating with their solicitor to finalize the transaction.

Requirements:

  • Strong communication skills to effectively connect with clients and resolve issues.
  • Ability to simplify complex processes and keep clients informed of their application status.
  • A fast and reliable internet connection and an inverter for power outages.

West Coast Personnel is a leading UK-based mortgage consultancy, and we are committed to providing excellent customer service. If you are passionate about delivering exceptional results and have a keen eye for detail, we encourage you to apply for this exciting opportunity to make a significant impact in the mortgage industry.



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