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Mortgage Adminitrator
Financial Services
London
£30-35k
Office based whilst training, then up to two days per week from home.
As Mortgage Administrator, your role will be to provide high quality administration support within the mortgage team, building a relationship with clients whilst delivering a level of service which exceeds expectations. To ensure complete and accurate records are maintained of all client dealings.
Responsibilities:
- Inputting of mortgage applications.
- Sending packaging requirements to the lender after application has been submitted.
- Creating tasks, records and reminders on Intelligent Office.
- Ensuring all documents are scanned to the activity, prior to and post offer.
- Creating invoices where applicable.
- Adding of fees to consultants’ figures,
- Ensuring MI is up to date on relevant spreadsheets.
- Sending out of re-broke letters to clients.
- Drafting recommendation/suitability letters
- Ensuring that files are compliant post completion
- Chasing lenders where required, and providing updates to clients
- Updating task notes
- Meeting with Lenders’ Business Development Managers.
- Liaising with solicitors to ensure applications are progressing to exchange/completion and assisting the client in completing any necessary paperwork where applicable
- Liaising with clients, advisers and lenders
- Taking responsibility for product transfer cases/basic research
Skills and experience:
- 2 years experience in a similar role
- Good knowledge of advice process and products
- IT Competent
- Highly organised, competent administrator with positive attitude and enthusiastic nature.
- High personal standards to deliver quality support to the mortgage team and clients.
- Evidence of previous administration skills such as organisation, prioritisation and ability to work under pressure.
