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.
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
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;
Pre-meeting preparation
Processing of mortgages, protection and general insurances
Ensure all application forms are completed and signed
Accurately maintain all records on client management system and update promptly
Complete report, obtain adviser sign-off for new business recommendation summary
Send post meeting report to client, complete with appropriate documentation
Answer incoming calls, responding to client and provider queries as appropriate
Liaising with providers, solicitors and any other third party to keep within deadlines
Answer incoming calls, responding to client and provider queries as appropriate
Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements
Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately
Keep fact find status updated, in conjunction with adviser
Manage daily post, answering client mail or distributing as appropriate
Mortgage Administrator Requirements
Ideally you should have 2+ years as an Administrator
CeMAP or equivalent would be a bonus but not essential
Strong & clear communicator able to speak with clients at all levels
Organised problem solver who has excellent attention to detail
A good practical understanding of Outlook, Word, and Excel
The Company
This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.
Mortgage Administrator Benefits
Salary of £25,000 to £30,000 dependent on experience
Working hours of 9am 5pm with 30 min lunch Monday to Friday
20 days holiday plus bank holidays and enrolled onto company pension scheme
For the right individual, they would look at progression into advice and would support you to achieve this
Plans for sustained growth
Locations
Guildford
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