This Mortgage Administrator position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team.
As a Mortgage Administrator, you will be supporting the 2 Directors of the business and potentially another advisor in due course. Your duties will include;
1. Pre-meeting preparation
2. Processing of mortgages, protection and general insurances
3. Ensure all application forms are completed and signed
4. Accurately maintain all records on client management system and update promptly
5. Complete report, obtain adviser sign-off for new business recommendation summary
6. Send post meeting report to client, complete with appropriate documentation
7. Answer incoming calls, responding to client and provider queries as appropriate
8. Liaising with providers, solicitors and any other third party to keep within deadlines
9. Answer incoming calls, responding to client and provider queries as appropriate
10. Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements
11. Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately
12. Keep fact find status updated, in conjuncti...