Mortgage Administrator - Newcastle
We are seeking a mortgage and protection administrator to join a small financial services firm based in Newcastle. You will work closely with the mortgage adviser to support the company’s existing client bank and assist in onboarding new clients.
The Role
You will receive full training to understand the firm's operations and client management. You will support senior management, paraplanners, and financial advisers across mortgages and protection.
Client Services
* Provide high-level support to clients from initial contact to mortgage completion;
* Manage client liaison via access to the mortgage adviser’s diary;
* Support advisers with lender research;
* Generate recommendation spreadsheets;
* Coordinate with banks, lenders, providers, accountants, estate agents, and solicitors for mortgage application progress;
* Draft suitability reports for adviser review;
* Oversee case requirements and compliance;
* Manage the pipeline of ongoing business for continuous review services.
Data Processing
* Input mortgage applications into the CRM;
* Update and develop CRM processes for efficiency;
* Process broker fees via WorldPay;
* Claim procuration fees from mortgage clubs;
* Monitor received monies;
* Create income profiles for the Finance Department;
* Conduct protection research for applications;
* Use tools like Trigold, Mortgage Sourcing, Knowledge Bank, and Assure Web occasionally.
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 checks, ensuring documentation compliance;
* Use the compliance help desk to stay updated on regulations;
* Monitor the mortgage back book.
The Candidate
Essential experience and qualifications:
* Degree-level education or relevant work experience;
* Ideally completed R01 and CF6, but not essential.
We seek a bright, organized, and diligent individual who demonstrates:
* Excellent written communication skills;
* Professional telephone manner;
* Strong interpersonal skills for stakeholder communication;
* Effective time management and multitasking abilities;
* Flexibility to adapt to changing demands;
* Systematic and methodical approach to tasks;
* Proficiency in Word and Excel, with the ability to learn new software.
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