Mortgage
Administrator
Bromsgrove
(Our Ref AL992)
Salary
to £25,000 + benefits
My
client is well established and now has an exciting new opportunity for an
experienced Mortgage Administrator to join their team.
The
Role:
Mortgage
Application Processing
· Dealing with providers, lenders and
clients for case progression and case placement
· Dealing with solicitors and conveyancers regarding
exchange/completion dates
· Managing review dates for existing clients
· Ensure all necessary documentation is held within
the clients file, meeting FCAs rule and regulations
New
Client input into Client Database
· Update and maintain client details in Client Database
· Check all Anti Money Laundering information is
current
· Ensure all disclosure documents are signed, dated
and uploaded to database
· Prepare & send-off authority letters and send to
client for signature
· Input details of existing mortgages and protection
policies
Adviser/Client/Provider
Requests
· Obtain illustrations, application
forms, Key Feature Documents and other relevant supporting documentation
· Prepare suitability reports for
adviser to check and amend where necessary
New
Business Submission
· Submit new life/general business to provider & enter
details of case into Client Database
· Track new business and current position, updating
Adviser accordingly
Skills,
Knowledge, Qualifications and Behaviours:
Primary
· Minimum of one year in a Mortgage Administration role
· Familiarity with mortgage, protection and GI
research and sourcing software
· CeMAP qualified an advantage but not
essential (or equivalent)
· Excellent understanding of the Mortgage application process
· Excellent communication skills at all levels
· Excellent telephone manner
· Excellent team player
· Proficient in IT skills and knowledge of industry
software preferable
· High level of word processing and spread-sheet knowledge
Personal
Skills
· Good planning and effective organisational skills
· Honesty and integrity
with a methodological approach to work
If
this role is of interest, please apply with an up to date CV. We aim to respond to all applications within
10 days. By submitting your CV you consent to it being retained for
use in connection with this and future relevant and/or similar vacancies, you
can of course, opt out of this at any time by emailing us. Full Privacy
Notice can be found on our website.