Mortgage Administration

Support the Private Banking Real Estate Team in the Origination and execution of real estate loans.
Review Mortgage applications to ensure compliance with regulatory requirements
Collecting income verification documents from clients in respect of loan renewals, drafting of credit applications (renewal/refinance transactions in particular), jointly with RDs, for credit committee approval, engaging with valuers and lawyers to obtainfee quotes and sharing with clients
Actively monitor progress on applications to ensure these are progressed efficiently.
Maintain and update pipeline report and other adhoc reports
Attend client meetings alongside the RDs, respond to clients’ request for matters related to real estate financing
Monitor existing transactions for performance, handling waiver and amendment requests, liaising with Credit in preparing annual reviews, ensuring a consistent and coordinated portfolio management approach from across the Group.

Update customer folders with outputs of customer meetings (Call Reports).
Responding to clients requests for redemption statements, account statements, preparation of loan repayments schedule
Performing call back verifications for payments instructions alongside the RDs
Act upon Credit Admin requests for updated insurance and financial information/covenant related requests
Responding proactively to KYC analysts in respect of account opening remedial points, KYC reviews and on-boarding preparations

APPLY NOW

Mortgage Administration Related Jobs