Job Overview
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).