Mortgage advice me
Website:
mortgageadvice.com.au
Seniority: Entry level
Job details:
About the job
We are seeking a detail-oriented and client-focused UK Mortgage Paraplanner to join our team. The ideal candidate will be responsible for supporting the end-to-end mortgage application process, ensuring efficiency, compliance, and exceptional client service. This role requires strong administrative skills, meticulous attention to detail, and excellent communication abilities to assist clients through the mortgage journey.
Key Responsibilities:
Loan Processing and Client Interaction:
• Review and process UK mortgage applications to ensure completeness and accuracy.
• Liaise directly with clients to verify information and obtain necessary documentation.
• Maintain communication with clients, lenders, solicitors, and estate agents to provide updates and address inquiries.
Data Management and Compliance:
• Accurately input application details into internal systems, ensuring compliance with all relevant regulations.
• Maintain and update client records within the CRM system for seamless tracking and follow-up.
• Support Case Managers by preparing comprehensive case files for underwriting decisions.
Collaboration and Support:
• Partner with Mortgage Advisors to gather additional documentation or clarify details required for loan approvals.
• Coordinate with internal teams to ensure timely submission and resolution of loan applications.
• Provide exceptional customer service, prioritizing client satisfaction and fostering positive relationships.
Requirements:
• Proven experience in UK mortgage administration or a related financial services role.
• Strong organizational and administrative skills with attention to detail.
• Excellent communication and interpersonal abilities. ( Punjabi Spoken will be a plus)
• Familiarity with CRM systems and proficiency in Microsoft Office Suite.
• Knowledge of mortgage regulations and compliance standards.
• Ability to work independently and collaboratively within a team.
What We Offer:
• Salary package of INR 50,000.00 - 60,000.00 per month (depending upon experience and skill set).
• Opportunity to work in a supportive and dynamic environment.
• Professional growth and development opportunities.
• Flexible work arrangements, including remote work options.
- Employment Type: Full-time
Click on Apply to know more.