MORTGAGE (BOND) COORDINATOR

The Legends Agency; Cape Town; Remote; ZAR 200 000 - 300 000; Full time

Job summary

An established industry player is seeking a meticulous Mortgage Coordinator to join their dynamic team. This role involves facilitating mortgage applications, ensuring seamless communication with clients and lenders, and managing documentation with utmost attention to detail. The ideal candidate will thrive in a fast-paced environment and possess strong organizational skills. If you have experience in mortgage processing and a passion for client service, this opportunity offers the chance to work from home while contributing to a vital process in the property market. Join a forward-thinking company dedicated to excellence and client satisfaction.

Qualifications

• Experience in mortgage processing or loan coordination is essential.
• Strong understanding of mortgage products and lending criteria.

Responsibilities

• Serve as the primary point of contact for clients during the mortgage process.
• Collect and organize required documentation for mortgage applications.
• Coordinate communication between clients and various stakeholders.

Skills

Mortgage Processing

Client Communication

Documentation Management

Transaction Management

Regulatory Compliance

Organizational Skills

Microsoft Office Suite

Education

Tertiary Qualification in Finance

Business Administration

Property Management

Tools

Mortgage Processing Software

Job description

About the job MORTGAGE (BOND) COORDINATOR

Bond Coordinator/Administrator/Originator

Work From Home in South Africa

R19 000 to R28 000 PM

We are seeking a meticulous and proactive Mortgage/Bond Coordinator to join our dynamic UK-based team from Cape Town South Africa. You will be working from South Africa, doing the administration for UK Bonds.

The Mortgage Coordinator will play a pivotal role in facilitating the mortgage application process for our clients, ensuring seamless communication between clients, mortgage lenders, and other stakeholders. The ideal candidate will possess excellent organizational skills, attention to detail, and the ability to thrive in a fast-paced, deadline-driven environment.

Yes, you will have lots to learn, but if you worked for a Bond Origination company in SA you will fit in quite easily, with training.

Responsibilities:

• Client Communication:

Serve as the primary point of contact for clients throughout the mortgage application process.

Clearly communicate the necessary documentation, requirements, and timelines to clients.

Address client inquiries promptly and professionally, providing updates on the progress of their mortgage application.

• Documentation Management:

Collect, review, and organize all required documentation from clients, including income statements, tax returns, credit reports, and property information.

Ensure all documentation is complete, accurate, and compliant with regulatory standards.

Maintain organized electronic and physical filing systems to track client information and documentation.

Liaise with mortgage lenders to submit client applications and obtain pre-approvals.

Follow up with lenders to track the status of applications, resolve any issues, and expedite the approval process.

Collaborate with lenders to secure the best mortgage terms and rates for clients.

• Transaction Management:

Coordinate the scheduling of property appraisals, inspections, and other necessary assessments.

Facilitate communication between clients, real estate agents, attorneys, and other parties involved in the transaction.

Monitor transaction timelines to ensure deadlines are met and milestones are achieved.

• Compliance and Quality Assurance:

Adhere to all regulatory requirements and industry best practices in mortgage processing.

Conduct thorough quality checks on client documentation and applications to minimize errors and discrepancies.

Maintain confidentiality and integrity when handling sensitive client information.

Stay informed about changes in mortgage lending regulations, policies, and procedures.

Identify opportunities to streamline processes, improve efficiency, and enhance the client experience.

Provide feedback and suggestions for system enhancements or workflow improvements.

Requirements:

A tertiary qualification in finance, business administration, property, or a related field is preferred.

Previous experience in mortgage processing, loan coordination, or a similar role within a brokerage environment.

Strong understanding of mortgage products, lending criteria, and industry regulations.

Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and stakeholders.

Exceptional organizational skills and attention to detail, with the ability to multitask and prioritize effectively.

Proficiency in Microsoft Office Suite and mortgage processing software.

Ability to work independently and collaboratively in a team environment.