Job Description
Formed in Guildford in 2000, our client prides themself in providing professional fully independent advice and guidance in all areas of the mortgage market.
Due to ongoing success require a PA Administrator to a senior Mortgage Broker.
Key Responsibilities:
• Application Processing: Handle mortgage applications from initial submission to completion.
• Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation.
• Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely.
• Compliance & Regulation: Ensure you adhere to internal compliance procedures.
• Communication: Provide excellent customer service, responding to enquiries promptly and professionally.
• Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks.
• System Management: Maintain and update CRM systems and databases with accurate client information.
• The role will be to support two well-established Advisers and a newly qualified adviser
Skills, Knowledge, Qualifications and Experience:
• Experience within the mortgages isn’t necessary as full training will be given
• Outstanding customer service, communication and administrative skills
• The ability to respect confidential information
• A friendly, approachable attitude
• High attention to detail
• Pro-active attitude
• A good level of IT skills
• The ability to become fully CeMAP qualified (funded by our client)
This is an office based role.
Salary circa £26,000 basic with the opportunity to progress to Broker after 2 years if that is where you career aspirations are.
Please apply on-line or contact Cameron James for full details.