Mortgage Administrator
other jobs Halmer Recruit
Added before 2 Days
- England,London
- full-time
- £26,000 - £28,500 per annum
Job Description:
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:
*Communicate and establish courteous relationships with clients
*Chase appropriate paperwork from client to complete mortgage applications
*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
*Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
*Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
*Contribute to the updating of templated suitability letters as required for all relevant cases
*Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
*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
*Maintain a good relationship and work as a team helping and supporting brokers and the administration team
*Ability to manage your own number of cases and workload prioritising where required
Skills & Experience:
*You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
*Highly Organised and able to apply a structured approach to administrative processes
*Highly competent in using a range of electronic systems & software
*Ability to work remotely
*Previous experience in a similar role is essential
*Familiarity with a range of Mortgage lenders and their requirements
Desirable:
*Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
*Ambition to assist in a junior Paraplanning role alongside Administration duties
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:
*Communicate and establish courteous relationships with clients
*Chase appropriate paperwork from client to complete mortgage applications
*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
*Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
*Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
*Contribute to the updating of templated suitability letters as required for all relevant cases
*Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
*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
*Maintain a good relationship and work as a team helping and supporting brokers and the administration team
*Ability to manage your own number of cases and workload prioritising where required
Skills & Experience:
*You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
*Highly Organised and able to apply a structured approach to administrative processes
*Highly competent in using a range of electronic systems & software
*Ability to work remotely
*Previous experience in a similar role is essential
*Familiarity with a range of Mortgage lenders and their requirements
Desirable:
*Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
*Ambition to assist in a junior Paraplanning role alongside Administration duties
Job number 1709479