Mortgage Coordinator Support

SUMMARY:
This role plays a critical support function within the mortgage application process, assisting Mortgage Coordinators with administrative, compliance, and post-submission activities.

POSITION INFO:

Mortgage Coordinator Support

Join a growing international mortgage business and build your career within financial services.

Remote (South Africa) | Financial Services / Mortgage Administration | R20,000 – R22,000 per month

About Our Client

Our client operates within the international mortgage sector, supporting clients throughout the mortgage application process. They are focused on delivering an efficient, accurate, and professional service while maintaining high compliance and documentation standards.

This is an excellent opportunity for someone in the early stages of their career who has a finance background and enjoys structured administrative work. The role offers clear career progression into a Mortgage Coordinator position for the right individual.

The Role: Mortgage Coordinator Support

This role plays a critical support function within the mortgage application process, assisting Mortgage Coordinators with administrative, compliance, and post-submission activities. You will be responsible for ensuring documents are accurately prepared, organised, and maintained while supporting case progression through to completion.

Success in this role requires exceptional attention to detail, strong organisational skills, and the ability to identify anomalies, missing information, and potential risks quickly and accurately.

Key Responsibilities

• Minimum 2+ years of finance, administration, support, or document processing experience
• Organise, rename, review, and structure client documentation
• Check document quality, accuracy, and completeness
• Create, maintain, and manage client folders and records
• Upload and maintain documentation within the CRM system
• Identify and flag missing information, risks, or discrepancies
• Maintain accurate case records and compliance documentation
• Ensure files remain audit-ready and compliant
• Chase lenders for updates and monitor case progression
• Track valuation progress and support offer and completion updates
• Maintain detailed case notes and monitor timelines
• Escalate delays, issues, or bottlenecks where required
• Utilise AI tools to assist with summarising information, drafting notes, and improving administrative efficiency

About You

• Minimum 2+ years of experience within finance, administration, support, document handling, or data processing roles
• Finance background with at least 2 years of relevant experience
• Proficient in Microsoft Office, including Outlook, Excel, and Word
• Strong document management and administration skills
• Comfortable working with CRM or case management systems
• Highly organised, structured, and process-driven
• Exceptional attention to detail with the ability to identify errors, inconsistencies, and missing information
• Strong data processing and record management capabilities
• Self-motivated and able to work independently in a remote environment
• Pragmatic problem solver with strong analytical thinking skills
• Team player with a collaborative and professional approach
• Basic understanding of financial services or the mortgage industry would be advantageous
• Comfortable using AI tools to support administrative and organisational tasks

Working Hours

• Monday to Friday
• 09:00 – 17:30 SAST