The role will be to work with our mortgage advisers to assist with all aspects of the administration of loan applications from initial enquiry stage through to loan completion. The successful candidate would also be responsible for other ad hoc admin tasks from different aspects of the business including compliance and sales and marketing.
Key Accountabilities
1. Requesting references relevant to each application (from lenders, accountants, solicitors etc)
2. Instructing, and managing the valuation process for certain lenders
3. Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
4. Following up cases expiring with introducers/clients.
5. Ensuring the CRM system is regularly updated with the correct details and the cases are up to date.
6. Answering inbound calls
7. Inputting enquiries onto CRM system for advisers
8. Checking documentation on cases to ensure correct and in line with what has been requested
Skills & Competencies
1. Pass internal competency tests post induction
2. Ability to manage own diary and meet strict deadlines.
3. Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
4. Proactive
Knowledge & Qualifications
1. Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.
Personal Attributes
1. Resilient and flexible
2. Organised
3. Team Player
4. Approachable and self-motivated
Values - CREDIT
1. C: Customer - Customers are our primary focus
2. R: Results - Results matter, create value every day
3. E: Energy is contagious, Share it!
4. D: Developing our people makes us different
5. I: Invent the solution - be proactive
6. T: Teamwork - Together we can build the business
Job Types: Full-time, Permanent
Benefits:
1. Company pension
2. Private dental insurance
3. Private medical insurance
Schedule:
1. Monday to Friday
Ability to commute/relocate:
1. Watford: reliably commute or plan to relocate before starting work (required)
Work authorisation:
1. United Kingdom (required)
Work Location: In person
#J-18808-Ljbffr