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Mortgage Operations Coordinator
3 months ago
A reputable and thriving organization is looking for a Mortgage Operations Coordinator to become a part of their team on a permanent basis.
This role presents a fantastic opportunity for individuals eager to advance their careers within the financial services sector and is ideal for those possessing robust administrative capabilities.
The successful candidate will be proactive, self-driven, and will approach their responsibilities with a positive and 'can do' mindset. This position is office-based and follows a Monday to Friday schedule.
Key Responsibilities:
- Communicate with lenders and service providers to acquire updates on applicant progress
- Handle incoming communications, including calls, emails, and postal correspondence
- Oversee the submission of mortgage and protection applications
- Facilitate the progression of mortgage and protection applications to completion
- Research and identify suitable mortgage products
- Organize client documentation and recommendation reports
- Execute financial transactions within service level agreements
- Assist financial planners as needed
- Schedule client meetings and appointments
- Liaise with clients and third-party service providers
- Serve as the primary contact for both potential and existing clients
- Maintain and manage client data within the company system
- Perform ad-hoc tasks as required
Essential Skills:
- Prior experience in an administrative role
- Strong communication abilities
- Proactive and enthusiastic approach
- Capability to work collaboratively within a team
- Excellent organizational skills
- Proficient IT skills, including knowledge of Microsoft Office
TwentyFour Recruitment is committed to equal employment opportunities. If your qualifications and experience align with the requirements outlined above, we encourage you to consider this opportunity.
