Trainee Mortgage Administrator
Office Location: Central London. This role will be remote though you will be expected to attend quarterly meetings in London which are 1-day events.
Hours: Mon-Fri 9-5:30
Salary: £26K - £28,500K DOE
My client is an established, successful HNW Independent Mortgage brokerage who are currently keen to recruit a Trainee Mortgage Administrator due to natural growth.
Responsibilities and Duties:
1. Communicate and establish courteous relationships with clients
2. Chase appropriate paperwork from client to complete mortgage applications
3. In association with the wider admin team, manage all mortgage cases from submission to offer stage and deal with post-offer admin and the progression of cases through to completion
4. Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
5. Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
6. Contribute to the updating of templated suitability letters as required for all relevant cases
7. Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
8. Complete File Checks and adhere to Compliance standards and ensure that all files are completed to a compliant standard in line with company standards and FCA regulations
9. Maintain a good relationship and work as a team helping and supporting brokers and the administration team
10. Ability to manage your own number of cases and workload prioritising where required
Skills & Experience:
1. You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
2. Highly Organised and able to apply a structured approach to administrative processes
3. Highly competent in using a range of electronic systems & software
4. Ability to work remotely
5. Previous experience in a similar role is essential
6. Familiarity with a range of Mortgage lenders and their requirements
Desirable:
1. Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
2. Ambition to assist in a junior Paraplanning role alongside Administration duties
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