We are recruiting for one of our partnership business based in Hampshire. They are in need for a experienced Mortgage Administrator to join their team to help support their Mortgage and Financial advisers.
This is an office based role and would be best suited for someone based in the Hampshire area.
Role: Mortgage Administrator
Salary: £25,000 to £30,000
Location: Aldershot, Hampshire
Accountabilities and Responsibilities (but not limited to)
1. Answer initial client contact, incoming calls, and emails, and responding to client queries where appropriate.
2. To manage diaries, booking in all relevant business and personal commitments
3. Contact clients to arrange meetings and confirm appointments and to obtain up to date information.
4. Product provider communication
5. To manage CRM system and client files, maintaining up to date records of clients’ personal details, plans and contact history. Scanning to electronic file all relevant paper documentation once activity complete.
6. To obtain and analyse valuations and information for clients existing policies and investments and quotations and illustrations and supporting documentation and literature in preparation for initial and ongoing client meetings.
7. To review and administer business pipeline to ensure relevant actions are taken. Accurately and proactively scheduling diary follow on and follow up events. Keepi...