Home Loan Specialist at HF Group

Overall Job Purpose

• This role involves working closely with our customers and team to manage mortgage loans and applications. You will be actively involved in customer acquisition and onboarding processes. This role requires both independent and team-based work.
• You will work closely with our clients and find the best mortgage loans for them. You’ll estimate creditworthiness by combining information from client interviews and financial documents. Submitting applications and reporting on their progress will also be part of your mortgage loan officer duties.

Principle Accountabilities

• Providing home loan solutions to customers looking to purchase property by evaluating customer's financials.
• Taking the potential customers through our products and services as well as helping them make decisions as to what best suits their needs
• Assisting the customers with the mortgage loan application process
• Reviewing loan applications, verifying information, and determining eligibility
• Onboarding new customers and assisting the customers with the initial step in the mortgage application
• Conduct branch Home Loan marketing campaigns and participate in country-level campaigns
• Manage customer queries and complaints by taking ownership, escalating where necessary, and resolving in a timely manner.
• Actively updating customers on changes in policy, eligibility, application status, or any other information
• Ensure compliance with confidentiality policies throughout the process
• Build a supportive referral network (e.g. with clients, developers, and real estate agents)
• Resolving customer issues in a timely manner
• Achieve operational rigor excellence in all aspects of procedures and processes are undertaken to ensure satisfactory audit.
• Attending promotional events, to showcase our mortgage proposition and ensure conversion of leads derived from the activation
• Creating weekly, monthly, and annual reports
• Other duties as assigned.

Minimum Qualifications, Knowledge and Experience

• Providing home loan solutions to customers looking to purchase property by evaluating customer's financials.
• Taking the potential customers through our products and services as well as helping them make decisions as to what best suits their needs
• Assisting the customers with the mortgage loan application process
• Reviewing loan applications, verifying information, and determining eligibility
• Onboarding new customers and assisting the customers with the initial step in the mortgage application
• Conduct branch Home Loan marketing campaigns and participate in country-level campaigns
• Manage customer queries and complaints by taking ownership, escalating where necessary, and resolving in a timely manner.
• Actively updating customers on changes in policy, eligibility, application status, or any other information
• Ensure compliance with confidentiality policies throughout the process
• Build a supportive referral network (e.g. with clients, developers, and real estate agents)
• Resolving customer issues in a timely manner
• Achieve operational rigor excellence in all aspects of procedures and processes are undertaken to ensure satisfactory audit.
• Attending promotional events, to showcase our mortgage proposition and ensure conversion of leads derived from the activation
• Creating weekly, monthly, and annual reports
• Other duties as assigned.