Mortgage Completions Specialist

About the Role

Doddl is dedicated to simplifying the mortgage process and delivering a client-centered experience. Our Completions team ensures that clients smoothly progress from the loan offer stage to drawdown by managing the entire mortgage completion journey efficiently and accurately.

Key Responsibilities

• Handle mortgage applications from the loan offer to the release of funds.
• Ensure each completion process is seamless and efficient for every client.
• Keep precise and up-to-date records within the CRM system.
• Monitor pipeline activities and provide timely management information updates.
• Track cases to meet deadlines and facilitate swift completions.
• Generate daily closing lists and progress reports.
• Communicate with solicitors, lenders, valuers, and clients to advance cases.
• Manage queries received via phone and email from both internal and external parties.
• Identify and proactively resolve any delays or issues.
• Review documentation to ensure adherence to lender and regulatory standards.
• Maintain meticulous attention to detail throughout all processes.

Required Skills and Experience

• Previous experience in mortgage processing, completions, or within financial services.
• Exceptional attention to detail with strong deadline management skills.
• Excellent communication abilities coupled with organizational proficiency.
• A proactive and solution-oriented approach to problem-solving.
• Ability to work independently and collaborate effectively within a team.
• Solid understanding of mortgage procedures and compliance requirements including AML regulations.
• Experience working with CRM platforms and document management.
• APA or QFA qualifications are considered advantageous.