Mortgage Administrator

Mortgage Administrator £20,000 – £26,000

My client, a Financial Advisor based in Bromsgrove is looking to recruit and experienced Mortgage Administrator to join their highly successful and established team. The company offers fantastic benefits including pension, private medical assurance and bonus scheme.

Working hours are Monday to Friday 9 to 5pm and they have free car parking! 25 days holiday plus close down for Christmas!

The role is to ensure all administration for mortgages and protection for the business is effectively managed to completion/issue in a timely manner and that all service levels are met. You will also be supporting the wider team, your duties will include:

Mortgage Application Processing

  • Dealing with providers, lenders and clients for case progression and case placement
  • Dealing with solicitors and conveyancers regarding exchange/completion dates
  • Managing review dates for existing clients
  • Ensure all necessary documentation is held within the clients file, meeting FCA’s rule and regulations

New Client input into Client Database

  • Update and maintain client details in Client Database
  • Check all Anti Money Laundering information is current
  • Ensure all disclosure documents are signed, dated and uploaded to database
  • Prepare & send-off authority letters and send to client for signature
  • Input details of existing mortgages and protection policies
  • Scan all documents/emails provided by Adviser into Client Database
  • Add and maintain activity entries/workflows

Adviser/Client/Provider Requests

  • Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
  • Prepare suitability reports for adviser to check and amend where necessary

New Business Submission

  • Submit new life/general business to provider
  • Enter details of case into Client Database
  • Track new business and current position, updating Adviser accordingly
  • Ensure all new business has been checked and been signed off (if required)

Person Specification:

  • Minimum of one year in a Mortgage Administration role
  • Familiarity with mortgage, protection and GI research and sourcing software
  • Excellent understanding of the Mortgage application process
  • Excellent communication skills at all levels
  • Excellent telephone manner
  • Excellent team player
  • Proficient in IT skills – knowledge of industry software preferable
  • High level of word processing and spread-sheet knowledge

We would like to thank you for taking the time to apply for this vacancy. If you are not selected for this particular position, your CV will be kept on file and you may be contacted for other suitable roles in the future.

Submit Your Application

Please Note: All fields marked with * are required. If you would like to apply for this position but are unable to complete a required field for any reason, please call us on 0121 705 0077.

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