Job Description
* Job Title/Location: Mortgage Administrator & Principal PA, London
* Salary: To £39,000 bonus c.£3,000
* Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion.
* Role Snapshot: Varied role, lots of scope. Submit DIP’s, chase Lenders/Solicitors, research, submitting applications, suitability letters, inbox & calendar management for the company Principal, obtaining protection quotes & more.
The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK’s largest mortgage clubs, working with all the major lenders.
The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include:
* Working on client Fact Finds and chasing clients for outstanding documents
* Submitting DIP’s and sending out client certificates
* Liaising with a wide range of Lenders & Solicitors
* Researching, drafting initial recommendation emails for purchases, remortgages & product transfers
* Check rate reductions, checking offers, comparing them to applications
* Draft suitability letters
* Review home buyer surveys, provide feedback & recommendations to clients.
* GI PMI renewals and research
* Obtain quotes for Protection & GI and ultimately submit applications
* General PA work for the Principal, mainly inbox & calendar management
Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important.
Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below.
The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.