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;
* 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 ...