About the Role
The role involves assisting clients with mortgage applications, verifying documentation, coordinating with underwriting, and ensuring compliance with internal and regulatory standards to facilitate smooth mortgage processing.
Responsibilities
- Assist clients in completing mortgage application forms accurately
- Review submitted documents for completeness and compliance
- Communicate with borrowers to obtain missing information
- Support underwriting teams with data entry and file preparation
- Maintain up-to-date client records in internal systems
- Follow established procedures for mortgage processing workflows
- Respond to client inquiries via phone and email in a timely manner
- Coordinate with real estate professionals and brokers
- Ensure adherence to company policies and industry regulations
- Escalate complex cases to senior staff when necessary
- Track application status and update stakeholders regularly
- Assist in preparing closing documentation
- Verify identity and financial details as required
- Support quality assurance checks on processed files
- Participate in team meetings and training sessions
- Meet performance metrics related to turnaround time and accuracy
- Contribute to process improvement initiatives
- Maintain confidentiality of client information
- Stay current with changes in mortgage guidelines
- Use internal tools to generate reports and monitor progress
- Collaborate with operations and compliance teams
- Handle high volumes of applications during peak periods
- Adapt to changing priorities in a fast-paced environment
- Support onboarding of new clients
- Assist with post-closing follow-up tasks
Compensation
Competitive salary based on experience
Work Arrangement
Hybrid work model with office and remote options
Team
Part of a regional mortgage services team focused on client support and operational efficiency
What We Offer
- Opportunities for professional development and career growth
- Comprehensive benefits package including health and wellness programs
- Supportive team environment with collaborative culture
- Access to training resources and skill-building workshops
- Recognition programs for strong performance
Work Environment
- Modern office space with flexible workstations
- Hybrid schedule allowing remote and in-office work
- Collaborative atmosphere promoting knowledge sharing
- Technology-enabled tools for efficient task management
- Focus on work-life balance and employee well-being
Not applicable
