Address
Form of workMortgage Administrator
Location: Aldershot
Salary: £25,000-£28,000
Hours: Monday to Friday, 8:30am-5pm
My client who are within the financial services industry are seeking a Mortgage Administrator to join their fast growing team. to apply for this position you will need excellent attention to detail and be a strong communicator. Knowledge/experience of Financial Services/Mortgages is desirable but not essential.
Daily Duties
Liaising with other members of the team should they require any help with workload, procedure & processes, or knowledge.
Assist the section supervisors when required with ad hoc responsibilities such as training, feedback, and work allocation.
Responsible for checking cases when submitted to ensure forms are completed correctly and all relevant documents attached for life companies and lenders.
To ensure new business is not processed unless it is fully compliant, and any breaches are recorded in accordance with company procedure.
Produce and send out invoices to clients or take fees over the telephone.
Full client data to be accurately loaded to the database, data to be kept up to date at all times including changes to client details, policies and plans, diary activities, LSDR etc
Liaising with lenders/providers, clients, estate agents, new build sites verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each providers procedures.
Cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase ups.
Responsible for checking mortgage offers and acceptance terms in a timely fashion and updating all appropriate parties.
Daily self-management and prioritisation of own pipeline cases, incoming work and requirements of advisers, clients, and the administration team.
Ensure all cases are put on the on risk immediately and recorded in accordance with procedure.
Skills
Mortgage admin experience preferable (some admin experience would be useful)
Team player - who has worked as part of a team previously
Can do attitude / not afraid of hard work
Someone with aspirations but who doesn’t want promotion overnight.
Happy to go above and beyond - our clients are "king"
Benefits
25 days annual leave plus a day free for their birthday
Company Pension
Death in Service
Cycle to work scheme
