AU Mortgage Coordinator ZR491JOB

PeoplePartners Inc

Posted on : 24-08-2024

Employer Active

1 Vacancy

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Jobs by Experience

0-1years

Job Location

National Capital Region - Philippines

Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 24-08-2024

Job Description

Job Overview:

1. Opportunities (Pre Handover)

Task Title: Various tasks involving prehandover stages of mortgage processing.

Daily Activities:

Client Communication:Engage with clients to prepare them for the mortgage process and ensure they understand the prehandover requirements.

Document Preparation: Assist in gathering and organizing documents needed before the mortgage application is handed over to the next stage. Followups: Regularly follow up with clients to ensure all prehandover tasks are completed on time.

2. Quality Assurance Task Title:

MMS Client Call App Docs Issued FollowUp Tracking for Loan Application Documents.

Daily Activities:

Client Calls: Make followup calls to clients after loan application documents have been issued guiding them on the next steps. Document Tracking: Monitor the return of signed loan documents from clients ensuring they are processed promptly and without errors.

3. Lodgement to Formal Task Title: Application preparation tasks document checks.

Daily Activities: Application Review: Verify the accuracy of the mortgage application before submission to the lender.

Compliance Checks: Ensure all documents meet regulatory and lender requirements.

Submission Coordination: Prepare and submit the finalized application to the lender.

4. Subflow Credit Critical Task Title: Critical review stages managing escalations.

Daily Activities: Risk Management: Identify and address any critical issues or risks in the application process.

Escalation Handling: Manage escalations that require urgent attention ensuring they are resolved within the required timeframe.

5. Formal to Settlement Task Title: Coordination tasks settlement preparation.

Daily Activities: Settlement Preparation: Ensure all necessary steps are taken to prepare for the settlement including finalizing documentation and coordinating with relevant parties.

Client Communication: Keep clients informed about the status of their settlement and address any lastminute concerns.

6. Settlement to 12 Months Task Title: Postsettlement followups and client support.

Daily Activities:

PostSettlement Followup: Continue to support clients after settlement ensuring they are satisfied with the process and addressing any issues that arise during the first 12 months.

Ongoing Communication: Maintain regular contact with clients to check on their satisfaction and offer assistance if needed. General Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients providing them with support and guidance throughout the mortgage process. Ensure that clients have a positive experience from the initial stages of the mortgage process through to postsettlement followup.

Coordination and Communication: Work closely with other teams to ensure that all stages of the mortgage process are completed efficiently and effectively. Provide regular updates to clients and internal stakeholders on the status of their mortgage applications and any actions required.

Process Management: Oversee the entire mortgage application process ensuring that all tasks are completed on time and meet the required standards. Continuously review and improve processes to enhance efficiency and client satisfaction

Requirements

Client Relationship Management:

Deliver outstanding customer service by building and maintaining positive client relationships.
Utilize strong communication skills to clearly explain complex mortgage processes and address client queries promptly.

Attention to Detail:

Review and prepare mortgage documents with exceptional accuracy.
Identify and correct errors or inconsistencies before submission ensuring precision in task management.

Organizational Skills:

Manage multiple tasks and deadlines effectively prioritizing based on urgency and importance.
Coordinate various stages of the mortgage process to ensure a smooth workflow.

ProblemSolving and Critical Thinking:

Resolve issues and handle escalations effectively maintaining process efficiency.
Identify potential risks and implement proactive solutions to mitigate them.

Technical Proficiency:

Use mortgage processing software CRM systems and other tools proficiently.
Manage client data accurately and securely adapting quickly to new technologies.

Regulatory Knowledge:

Ensure adherence to mortgage industry regulations and compliance requirements.
Keep uptodate with regulatory changes and adjust processes accordingly.

Adaptability and Flexibility:

Adapt to changes in processes client needs or regulations maintaining process efficiency.
Demonstrate flexibility in managing workload and adjusting priorities as needed.

Interpersonal Skills

Collaborate effectively with colleagues and contribute to a positive team environment.
Empathize with clients to alleviate stress and provide necessary support throughout the mortgage process.

Leadership and Initiative:

Take a proactive approach to task management and process improvement.
Support and guide less experienced team members making informed decisions swiftly.

Ethical Integrity:

Maintain client confidentiality and handle sensitive information with discretion.
Uphold high ethical standards and act in the best interest of clients

Benefits

Companyprovided equipment

Secondary WiFi Modem

21 Leave Credits

100% conversion of UNUSED leave credits

HMO on Day 1

13th Month Pay

Grab Voucher every month

Birthday Gift

Loyalty Gift

Christmas Gift

WorkLife Balance

Active employee engagements physically such as Christmas Party & Team Building and virtual events such as townhall with prizes.

Employment Type

Full Time

Company Industry

Financial Services / Insurance Agencies and Brokerages / Investment Banking

Key Skills

Apply Now

About Company

PeoplePartners Inc

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AU Mortgage Coordinator ZR491JOB

PeoplePartners Inc

Job Description

Requirements

Benefits

Employment Type

Company Industry

Key Skills

About Company

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