About the job
- Document Management: Efficiently gather, assess, and authenticate all pertinent documents from clients, brokers, and lenders to ensure all criteria and outstanding conditions are met within specified timelines.
- Loan Finalization Support: Collaborate in the preparation, coordination, and execution of lender documentation and contracts crucial for closing home loan applications.
- Discharge & Issue Resolution: Oversee the discharge process, addressing and resolving application issues prior to settlement to prevent delays.
- Pipeline Oversight: Diligently monitor and manage settlements in your pipeline, ensuring proactive follow-ups and transparent communication with stakeholders.
- System Documentation: Maintain precise and comprehensive case notes in Salesforce to guarantee complete visibility and continuity across the team.
- Compliance & Best Practices: Stay updated on changes to the settlement process, industry guidelines, and internal policies to ensure adherence to best practices.
- Client Communication: Address client inquiries and concerns regarding settlement and closing, providing clear, supportive, and timely assistance.
- Complex Issue Handling: Skillfully navigate and assist in resolving complex issues, including those related to property titles and liens.
- Stakeholder Relationship Management: Cultivate strong collaborative relationships with internal teams and external partners to ensure seamless client experiences.
- Judgment & Escalation: Exercise sound judgment in managing client files, escalating issues promptly when risks or complications arise.

