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Mortgage Case Coordinator
2 months ago
- Provide proactive customer service through inbound and outbound communication, ensuring timely and accurate responses to customer inquiries.
- Collaborate with lenders, third-party providers, and advisers to ensure seamless communication and efficient processing of mortgage applications.
- Input and process mortgage applications, ensuring accuracy and attention to detail.
- Liaise with customers, lenders, and advisers to provide updates and resolve any issues that may arise.
- Develop and maintain relationships with lenders to understand their processes and timescales, enabling you to effectively manage the application process.
- Manage daily tasks and emails, prioritizing and completing tasks in a timely manner.
- Meet KPI target levels set by the business, demonstrating your ability to work efficiently and effectively.
- Strong working knowledge of lender panels and mortgage market criteria.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers, lenders, and colleagues.
- Ability to work with minimal supervision, demonstrating your independence and self-motivation.
- Attention to detail and ability to maintain accurate records.
- Technical skills, including proficiency in multiple lender systems.
- Understanding of regulatory issues relevant to the mortgage industry and adherence to company policies and procedures.