This Mortgage Administrator position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team.
As a Mortgage Administrator, you will be supporting the 2 Directors of the business and potentially another advisor in due course. Your duties will include;
* Pre-meeting preparation
* Processing of mortgages, protection and general insurances
* Ensure all application forms are completed and signed
* Accurately maintain all records on client management system and update promptly
* Complete report, obtain adviser sign-off for new business recommendation summary
* Send post meeting report to client, complete with appropriate documentation
* Answer incoming calls, responding to client and provider queries as appropriate
* Liaising with providers, solicitors’ and any other third party to keep within deadlines
* Answer incoming calls, responding to client and provider queries as appropriate
* Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements
* Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately
* Keep fact find status updated, in conjunction with adviser
* Manage daily post, answering client mail or distributing as appropriate
Mortgage Administrator Requirements
* Ideally you should have 2+ years as an Administrator
* CeMAP or equivalent would be a bonus but not essential
* Strong & clear communicator able to speak with clients at all levels
* Organised problem solver who has excellent attention to detail
* A good practical understanding of Outlook, Word, and Excel
The Company
This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.
Mortgage Administrator Benefits
* Salary of £28,500 - £32,500 depending on experience
* Working hours of 9am – 5pm with 30 min lunch – Monday to Friday
* 20 days holiday plus bank holidays and enrolled onto company pension scheme
* For the right individual, they would look at progression into advice and would support you to achieve this
* Plans for sustained growth
Locations
Guildford
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