Overview
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon – Fri 8.30 am – 5 pm
The role
* Responsible for sending introductory emails to all new enquiries.
* Responsible for administering and progressing applications, managing leads, and liaising with 3rd parties, clients and consultants.
* Creating invoices where applicable and sending invoice reminders.
* Managing figures and spreadsheets.
* Ensuring that files are compliant post-completion.
* Liaising with lenders where required, and providing updates to clients were required to support the Advisors.
* Updating of notes on the CRM where applicable.
* Researching the various lenders and the clients affordability. Obtaining key facts illustrations, generic protection quotations, and keying of mortgage AIPs & applications.
Requirements
1. Mortgage Administration experience gained within the independent market
2. Excellent written skills and telephone manner
3. Must demonstrate technical ability and be comfortable with mortgage & protection terminology.
4. Ability to time manage and prioritise cases through to completion.
5. Desire to progress in a p...