An exciting opportunity has arisen for a Client Account Manager to join Mortgage Oasis.
The post will be part time with flexible working days with hours between 9.00am and 5.00pm.
The Client Completion Manager will be supporting our Mortgage and Protection Adviser by engaging with clients, lenders, protection providers and third parties.
TASKS AND DUTIES:
Book client appointments
Management of client applications from first appointment to completion
Assessing client documents and ensuring that they are in line with policies,
criteria and compliance
Chase documents from clients and help them complete fact finds if required
Interact with lenders to ensure smooth progress of client applications
Create letters and reports
Speaking to clients about building and contents insurance policies
Supporting advisors by conducting research with lenders and preparing for
appointments
Promote the profile of the business within the profession and wider community
ESSENTIAL SKILLS:
Experience of working in a fast paced environment and juggling multiple tasks
effectively and efficiently
Must be trustworthy and have a high level of integrity
Provide a high level of customer experience
Engaging with clients confidently face to face and over the phone
Administration experience
Self-starter with a positive, proactive, confident attitude
Good communication skills and able to build trusting relationships with clients.
Must communicate in a fair and clear manner
Mortgage experience is desirable but not essential
Diary management
BENEFITS:
24 days annual leave per annum plus bank holidays (plus extra day off on your birthday)
Pension scheme
Flexible working hours
Ongoing training and development
Job Types: Part-time, Permanent
Pay: £12.21 per hour
Benefits:
* Casual dress
* Company events
* Company pension
* Free parking
* On-site parking
* Referral programme
Work Location: In person