seeking a meticulous and proactive Mortgage Coordinator to join our dynamic UK-based team from Cape Town the administration for UK Bonds. The Mortgage Coordinator will play a pivotal role in facilitating the client information and documentation. Lender Coordination: Liaise with mortgage lenders to submit client and rates for clients. Transaction Management: Coordinate the scheduling of property appraisals, inspections Previous experience in mortgage processing, loan coordination, or a similar role within a brokerage environment
timeously. Process all invoicing. Reconciliation of POS sales. Ensure all customers monthly processing has been
seeking a meticulous and proactive Mortgage Coordinator to join our dynamic UK-based team from Cape Town the administration for UK Bonds. The Mortgage Coordinator will play a pivotal role in facilitating the client information and documentation. Lender Coordination: Liaise with mortgage lenders to submit client and rates for clients. Transaction Management: Coordinate the scheduling of property appraisals, inspections Previous experience in mortgage processing, loan coordination, or a similar role within a brokerage environment
customer experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification The ability to work independently A transferable book of AUM will be beneficial Offshore experience will
customer experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification The ability to work independently A transferable book of AUM will be beneficial Offshore experience will
Reconcile debtors' and creditors' books and Statements of Accounts Coordinate with banks to investigate and Reconcile debtors' and creditors' books and Statements of Accounts Coordinate with banks to investigate and
checklist (ensuring submissions are made timeously) Cash book capturing Processing of journals Maintenance of trial balance Checking and authorising relevant sales agency and entity expenses, ensuring compliance compliance with policy and procedures Preparation of sales agency and other entities monthly management accounts
varied and consists of general auditing of the books and statutory returns as well as getting involved performance areas – Monthly reviewing of group books ensuring accuracy and completeness – Provision of
& submit VAT and PAYE returns timeously Full book-keeping function Dealing with SARS driven deadlines
bookkeeping firm environment, processing several sets of books monthly. Duties will include processing of source