Mortgage Administrator - Hythe
We are seeking a Mortgage Administrator to join a small financial services firm based in Hythe, Kent. You will work closely with the mortgage adviser to support the company’s existing client bank and assist in onboarding new clients.
This position offers hybrid working (3 days in the office) and can be either full or part time.
The Role
You will receive full training on the firm's operations and client management. Your responsibilities include supporting senior management, paraplanners, and financial advisers across mortgage and protection services.
Client Services
* Provide high-level support to clients from initial contact to mortgage completion;
* Manage client liaison through the adviser’s diary;
* Assist advisers with lender research;
* Generate recommendation spreadsheets;
* Coordinate with banks, lenders, estate agents, solicitors, and accountants to gather necessary information;
* Draft suitability reports for adviser review;
* Oversee case requirements and compliance;
* Manage ongoing pipeline and review services.
Data Processing
* Enter mortgage applications into the system;
* Update client data in CRM;
* Improve CRM processes for efficiency;
* Process broker fees via WorldPay;
* Claim procuration fees from mortgage clubs;
* Monitor received funds;
* Create income profiles for finance;
* Conduct protection research;
* Use tools like Trigold, Mortgage Sourcing, Knowledge Bank, and Assure Web as needed.
Ad hoc Tasks
* Maintain CPD through seminars and exams;
* Attend provider meetings;
* Engage with business development managers to stay industry-informed;
* Perform internal and external file reviews for compliance;
* Stay updated with regulations via the compliance help desk;
* Monitor the mortgage back book.
The Candidate
Essential qualifications and experience include:
* A degree or relevant work experience in a similar role;
* Ideally R01 and CF6 qualifications (not essential);
We seek a bright, organized, and diligent individual who demonstrates:
* Excellent written communication skills;
* Professional telephone manner;
* Strong interpersonal skills;
* Effective time management and multitasking abilities;
* Adaptability to changing demands;
* Systematic and methodical approach;
* Proficiency in Word and Excel, with the ability to learn new software.
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