Discharge Settlements Officer (Mortgages)
Core
Managing full and partial residential mortgage discharge files from instruction to settlement across multiple states.
Role type
Mortgage discharge settlements officer
Builds
Residential mortgage discharge settlements
Domain
Banking and Finance Law
Required skills
Mortgage discharge file management, PEXA system proficiency, settlement booking coordination, document preparation, security packet auditing, internal workflow system updates
Preferred skills
Customer-focused high volume processing experience, strong problem solving skills, excellent communication skills
Technologies
PEXA
Responsibilities
Receiving discharge instructions, taking settlement bookings via phone, accepting PEXA invitations, responding to PEXA conversations, communicating with clients and solicitors, updating internal workflow systems, obtaining lender payout figures, preparing discharge instructions and related documents, auditing security packets