This is an office based key customer facing role within our Mortgage team and as such it involves a varied set of activities, which include:
* Keying Mortgage applications into the Banks systems (checking income, personal details, credit commitments etc.)
* Gathering and checking documents/information from clients as required by the lenders during the underwriting process
* Providing administrative support to the brokers
* Managing the client service experience through to completion – speaking with clients, lenders and solicitors
* Recording all conversations and actions taken to keep a clear audit trail
* Assisting the brokers with completing rate checks on a regular basis and updating clients/securing new offers
* Ensuring all work meets the Networks and FCA compliance standards
* Assisting the Team with any other duties, as reasonably requested including Insurances
* Adapting duties to meet the changing requirements of the business.
* Be able to prioritise workload and perform under pressure
* Be able to work as part of a team, while also focusing on their own individual workload
* Be customer centric, placing the customer experience at the every action taken
* Be good at managing change
* Have a strong administration background. Previous mortgage / property experience is a bonus but not necessary.
Staff Training & Reviews
Training will primarily take place ‘on the job’. Reviews will be undertaken as required with all staff to discuss the following areas:
* Quality / Accuracy of Work
* Client Feedback
* Provider / Other Feedback (where applicable)
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