Mortage Administration Assistant
Posted about 1 month ago
Rate: Neg
Overview
Our client is a community mortgages & insurance company in Auckland New Zealand and is dedicated to offering the most competitive mortgage and insurance solutions in the market. Their commitment extends beyond just rates; they strive to ensure that their clients receive comprehensive solutions tailored to their individual needs, ensuring peace of mind and long-term financial stability.
CLICK TO APPLY:
Our client is a community mortgages & insurance company in Auckland New Zealand and is dedicated to offering the most competitive mortgage and insurance solutions in the market. Their commitment extends beyond just rates; they strive to ensure that their clients receive comprehensive solutions tailored to their individual needs, ensuring peace of mind and long-term financial stability.
CLICK TO APPLY:
Detail Description
At present they are looking for a 'Mortage Administration Assistant' to work alongside their team
Your Main Assignment Responsibilities Will Include:
-
Lead in the preparation and processing of mortgage applications and related documentation.
-
Manage and maintain accurate, up-to-date records of all mortgage transactions and client interactions in the CRM system.
-
Collaborate closely with mortgage advisers, credit assessors, and clients to ensure timely and efficient completion of applications.
-
Conduct comprehensive reviews of mortgage documents to verify completeness and accuracy.
-
Schedule and oversee appointments and follow-ups with clients and other stakeholders.
-
Respond promptly to client inquiries and provide detailed updates on the status of their applications.
-
Prepare and distribute correspondence, reports, and other documentation as required.
-
Ensure compliance with company policies and New Zealand regulatory requirements.
-
Assist with maintenance on files, such as fixed-rate rollovers and other post-settlement activities.
-
Perform general administrative tasks such as filing, data entry, and office organization.
-
Support the mortgage team with any additional tasks or projects as needed.
-
Expand your knowledge and skills to become an end-to-end support person for a Mortgage Adviser, including developing expertise in loan writing, processing, and ongoing client file maintenance.
At present they are looking for a 'Mortage Administration Assistant' to work alongside their team
Your Main Assignment Responsibilities Will Include:
-
Lead in the preparation and processing of mortgage applications and related documentation.
-
Manage and maintain accurate, up-to-date records of all mortgage transactions and client interactions in the CRM system.
-
Collaborate closely with mortgage advisers, credit assessors, and clients to ensure timely and efficient completion of applications.
-
Conduct comprehensive reviews of mortgage documents to verify completeness and accuracy.
-
Schedule and oversee appointments and follow-ups with clients and other stakeholders.
-
Respond promptly to client inquiries and provide detailed updates on the status of their applications.
-
Prepare and distribute correspondence, reports, and other documentation as required.
-
Ensure compliance with company policies and New Zealand regulatory requirements.
-
Assist with maintenance on files, such as fixed-rate rollovers and other post-settlement activities.
-
Perform general administrative tasks such as filing, data entry, and office organization.
-
Support the mortgage team with any additional tasks or projects as needed.
-
Expand your knowledge and skills to become an end-to-end support person for a Mortgage Adviser, including developing expertise in loan writing, processing, and ongoing client file maintenance.
Tools / Software
Qualifications and Skills:
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Mid-level experience in a mortgage administration position.
-
Strong organizational and time management skills.
-
Excellent English communication skills, both written and oral.
-
Proactive attitude towards learning and professional development.
-
Ability to work independently and collaboratively within a team.
-
Familiarity with New Zealand mortgage lending practices and regulations.
-
Eagerness to gain knowledge to provide comprehensive support to Mortgage Advisers
-
Ideally you will have had previous experience in a mortgage administration position, have strong organizational and time management skills and great English, both written and oral.
Qualifications and Skills:
-
Mid-level experience in a mortgage administration position.
-
Strong organizational and time management skills.
-
Excellent English communication skills, both written and oral.
-
Proactive attitude towards learning and professional development.
-
Ability to work independently and collaboratively within a team.
-
Familiarity with New Zealand mortgage lending practices and regulations.
-
Eagerness to gain knowledge to provide comprehensive support to Mortgage Advisers
-
Ideally you will have had previous experience in a mortgage administration position, have strong organizational and time management skills and great English, both written and oral.