Loan Progression Officer Property Finder Group

The primary role of the Loan Progression Officer at Mortgage Finder is to coordinate and manage the processing and progression of all loans submitted by the Mortgage Finder advisory team. From application through to successful loan disbursement, the role ensures an efficient, smooth process while maximizing company revenues and maintaining high levels of client satisfaction.

Key Responsibilities

1. Compliance Checking:

   • Review all mortgage applications submitted by the Mortgage Finder brokers/advisors for compliance.

   • Return non-compliant files with clear instructions and requirements for resubmission.

2. File Preparation:

   • Finalize preparation of all client files for submission to the bank.

3. Data Management:

   • Accurately input pertinent information into the company s Data Management System and CRM.

4. Communication and Follow-Up:

   • Serve as the initial point of contact for banks and clients after submission.

   • Provide timely and periodic status updates to customers, management, and internal staff.

   • Ensure updates are properly documented and maintained in the company CRM.

5. Property Valuation Coordination:

   • Manage and coordinate all property valuation documents for Mortgage Finder clients.

6. Life Insurance Coordination:

   • Oversee and coordinate all mandatory life insurance requirements for clients.

7. Offer Letter Management:

   • Request and follow up with banks to obtain Offer Letters promptly.

   • Forward Offer Letters to clients and arrange for their signing.

8. Post-Offer Coordination:

   • Liaise with relevant real estate brokers and conveyancers to obtain liability letters, NOCs, and any additional requirements after Offer Letter signing.

9. Pipeline Reporting:

   • Maintain accurate pipeline reporting within the CRM.

10. Monitoring Deadlines:

    • Track and ensure adherence to MOU deadlines.

Skills and Qualifications:

• Strong organizational and time management skills.

• Excellent communication and interpersonal skills.

• Detail-oriented with a focus on accuracy.

• Proficiency in CRM systems and data management tools.

• Ability to work collaboratively with internal and external stakeholders.

• Prior experience in mortgage processing or a related field is an advantage.