
Mortgage Operations Specialist
1 week ago
Job Purpose
The Mortgage Operations Specialist supports the end-to-end mortgage process, ensuring smooth loan applications, accurate underwriting preparation, and efficient servicing of client accounts. This role bridges front-end sales with back-end operations to deliver a seamless customer experience.
Key Responsibilities
- Assist Sales Directors in preparing and submitting mortgage applications.
- Collect, verify, and organize required customer documents (income, CPF, credit reports, property details).
- Conduct preliminary eligibility checks, including property, individual searches and LTV calculations.
- Liaise with valuers, lawyers, and internal stakeholders on loan status, approvals, and disbursements.
- Support loan closing and settlement, ensuring all documentation is accurate and complete.
- Maintain updated records of client applications and transactions in the system.
- Provide post-disbursement administrative support, including customer follow-up and basic account servicing.
- Support compliance monitoring and ensure adherence to ML/MAS regulations and company policies.
Requirements
- Diploma/Degree in Finance, Business, or related discipline.
- At least 1–2 years of experience in mortgage operations, banking, or financial services preferred.
- Strong knowledge of Singapore mortgage concept an advantage.
- Detail-oriented, with good organizational and documentation skills.
- Able to multitask and work independently in a fast-paced environment.
- Proficient in MS Office; knowledge of CRM/loan systems is a plus.
- Customer-oriented with good communication skills.
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