Relationship Manager

Role & responsibilities

• Meet with potential customers to evaluate their financial background and homeownership goals
• Recommend the mortgage plans that best align with customers backgrounds and needs, drawing on research and personal expertise
• Collect the financial documents and information needed to complete a mortgage application, performing research and conducting interviews as needed, and ensure that all information is complete and accurate
• Resolve any application issues
• Keep an open line of communication with applicants throughout the process, providing updates and answering any questions that arise 
• Inform customers when their applications have been approved or denied

Preferred candidate profile

• Help qualified borrowers successfully obtain mortgages
• Educate customers on mortgage rules and regulations, interest rates, and the application process
• Advise customers, ensuring each is paired with a mortgage that best meets their needs
• Work as a cohesive team with loan processors and underwriters, collecting all documentation and information they need to process applications
• Ensure all deadlines are met, addressing and resolving all application issues in a timely manner
• Create positive, lasting relationships with our clients and build a referral network

• Background in finance or accounting
• Mortgage loan originator license
• Working knowledge of loan origination software
• Previous success in a customer service-oriented role

Perks and benefits

Candidate should have Experience in Mortgage at least 3-4 years.

Interested candidate can share their CV to Priyanka -8423670322(Whatsapp)