Mortgage Settlement Officer

Job description

We are seeking a dedicated and detail-oriented Mortgage Settlement Officer to join our team! You will be responsible for managing the final stages of the mortgage process, ensuring all documentation is accurate and complete, and coordinating with various parties to ensure a smooth and timely settlement.

Key Responsibilities :

Assist in mortgage broking and lending administration from submission to settlement.

Collect required information and documentation from clients.

Prepare servicing calculators and stay updated on lender policies.

Collaborate with brokers to recommend suitable lenders.

Input and manage client data in CRM systems.

Order property valuations and monitor their progress.

Submit loan applications and follow up with lenders and solicitors.

Provide clients with post-settlement information.

Verify unconditional approvals and prepare loan documents for signing.

Schedule and facilitate client appointments.

Maintain relationships with external organizations and service providers.

Provide training to new and existing staff members when needed.

Job requirements

Qualifications :

Must have 2 years of experience in the mortgage or financial services industry, preferably with mortgage settlement experience.

Proficiency in using mortgage broking software such as MyCRM, FileInvite, ApplyOnline, Quickli, and CoreLogic.

Excellent customer service skills and a friendly, professional demeanor.

Strong attention to detail and organizational skills.

Ability to work well within a team environment and maintain harmonious relationships with clients and colleagues.

Clear and effective English communication skills, with minimal accent.

Technical Requirements :

Equipment is self-provided

USB Headset with Noise Cancellation feature

Working Webcam

Computer with at least 1.5 GHz processor and at least 8GB RAM

Main Internet Service Speed : at least 50 Mbps cable connection

Backup Internet Service Speed : at least 25 Mbps

Dual Monitor