Mortgage Transaction Specialist

1 day ago


Cape Town, Western Cape, South Africa West Coast Personnel Full time
Mortgage Coordinator Position at West Coast Personnel

We are seeking a highly organized and detail-oriented Mortgage Coordinator to join our team at West Coast Personnel. As a Mortgage Coordinator, you will be responsible for managing the mortgage process from start to finish, ensuring a seamless experience for our clients.

About the Role:

  • Client Communication: You will be responsible for contacting clients via phone or video calls to introduce yourself and explain the mortgage process, ensuring they feel supported and informed.
  • Document Management: You will need to send clients a comprehensive shopping list of required documents, including bank statements, pay slips, proof of address/ID, employer references, and more. You will verify the correct document list with specific lenders.
  • Motivation and Follow-Up: You will build rapport with clients and encourage the timely submission of documents. You will review submitted materials for accuracy and completeness, identifying any discrepancies from the initial pre-approval.
  • Application Submission: You will upload the completed application to the lender's portal and maintain communication with the lender to monitor progress.
  • Issue Resolution: You will address any concerns raised by the lender and work collaboratively with clients to resolve issues promptly.
  • Valuation Management: You will oversee the valuation process of the property once underwritten, ensuring all requirements are met.
  • Formal Offer Facilitation: You will 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:

  • You should possess strong communication skills to effectively connect with clients and resolve issues.
  • You should have the 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 are essential for this role.

The estimated salary for this position is $45,000 - $60,000 per annum, depending on experience. If you are passionate about providing excellent customer service 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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