Mortgage Process Specialist

1 week ago


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

Job Title: Mortgage Process Specialist

About Us:

West Coast Personnel is a leading UK-based mortgage consultancy seeking a dedicated Mortgage Coordinator to streamline the mortgage process from start to finish.

Key Responsibilities:

  • Contact clients via phone or video calls to introduce yourself and explain the mortgage process, ensuring they feel supported and informed.
  • Send clients a comprehensive shopping list of required documents, including bank statements, pay slips, proof of address/ID, employer references, and more. Verify the correct document list with specific lenders.
  • 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.
  • Upload the completed application to the lender's portal and maintain communication with the lender to monitor progress.
  • Address any concerns raised by the lender and work collaboratively with clients to resolve issues promptly.
  • Oversee the valuation process of the property once underwritten, ensuring all requirements are met.
  • 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.

The successful candidate will be able to provide excellent customer service and have a keen eye for detail. The estimated salary for this role is £30,000 - £35,000 per annum, depending on experience. If you are passionate about delivering high-quality results and have a strong work ethic, we encourage you to apply for this exciting opportunity.



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