Job Description

Reports To: Head of Sales / Head of Mortgages

Role Type: Full-Time

Location: UAE

Role Purpose

Manage and progress mortgage cases from initial client contact through documentation, application submission, pre-approval and completion. Ensure accurate CRM records, proactive client communication, and timely follow-ups with banks, aggregators and brokers.

Key Responsibilities

Maintain accurate CRM records and ensure every active case has a clear next action and follow-up date.
Contact clients daily to collect outstanding documents, provide updates and resolve queries.
Prepare and submit complete, accurate mortgage applications.
Follow up with banks, aggregators and brokers to ensure timely case progression.
Identify delays, resolve documentation gaps and escalate complex cases.
Build strong relationships with clients, referral partners and banking contacts.
Assist in preparing mortgage proposals and identifying suitable solutions.
Provide weekly pipeline updates and performance reports to management.

Key Performance Indicators (KPIs)

Client Connections: Minimum 15 per day.
Mortgage Submissions: Minimum 10 quality applications per week.
CRM Management: 100% of active cases updated.
Follow-ups: Daily follow-up on outstanding documents and pending cases.
Case Progression: Proactively track submissions, pre-approvals and outstanding applications.
Reporting: Weekly updates on pipeline, mortgage value, delays, opportunities and management support required.

Performance Expectations

The consultant must demonstrate strong ownership, attention to detail, excellent communication, consistent follow-up and the ability to keep mortgage cases moving efficiently towards completion.

Key Objective

Keep the pipeline moving.

Every case must have a clear next step, every delay must be addressed, and every viable opportunity must be progressed towards completion.