Admin Assistant Mortgage Operations (MM Consultancy)

Role Overview

This role is designed for someone who is organised, detailoriented, and committed to delivering a smooth, fast, and errorfree client experience.

You will be the backbone of our mortgage processing workflow — ensuring timely followups, accurate documentation, and seamless coordination between clients, banks, and our sales team.

Job Objective

- Ensure smooth and fast login of all mortgage cases
- Deliver best client experience through timely communication
- Avoid delays, errors, and rework
- Contribute to organisation reputation and growth

Key Responsibilities

- Coordinate with sales to understand client profile and transaction details
- Suggest required documentation based on case type
- Prepare quotations/compressions
- Conduct case assessment and suitability checks
- Collect, organise, rename,



and save all client documents
- Prepare case files, credit notes, and application forms
- Upload and login cases with respective banks
- Send postlogin communication to clients (proposal, fees, next steps)
- Act as the single point of contact for clients
- Maintain daily CRM updates and upload all documents

Required Skills & Competencies

- Strong communication skills (WhatsApp + email)
- Highly organised and detailoriented
- Ability to learn mortgage processes quickly
- Valuable understanding of documentation and compliance
- CRM proficiency (training provided)
- Professional, calm, and clientfriendly personality
- English proficiency; Hindi preferred

📌 Administration Assistant (Noida)
🏢 MM Consultancy Services
📍 Noida