Mortgage Administrator

Posted 5 days ago by Tenet Group Limited
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Job Purpose:

To ensure all administration for mortgages and protection for the business is effectively managed to completion/issue in a timely manner and that all service levels are met.

Key Accountabilities:

Mortgage Application Processing

  • Dealing with providers, lendersandclients 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 FCA’s rule and regulations

New Client input into Client Database

  • Input Fact Find details into Client Database
  • Prepare & send-off authority letters and send to client for signature
  • Input details of existing mortgages and protection once received from adviser
  • Scan all documents/emails provided by Adviser into Client Database
  • Add Activity entries/workflows

Adviser/Client/Provider Requests

  • Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation

New Business Submission

  • Submit new business to provider or submit applications on line
  • Enter details of case into Client Database
  • Track new business and current position, updating Adviser accordingly
  • Ensure all new business has been checked and been signed off (if required)

Other duties

  • Telephones
  • Meet & Greet
  • Premises
  • Provisions
  • Accurate activity management through Client Database

Skills & Expertise:

Qualifications:

  • CeMAP qualified (or equivalent) preferred

Skills, Knowledge and Behaviours:

Primary

  • Minimum of one year in a Mortgage Administration role
  • Familiarity with mortgage, protection and GI research and sourcing software
  • Excellent understanding of the Mortgage application process
  • Excellent communication skills at all levels
  • Excellent telephone manner
  • Excellent team player
  • Proficient in IT skills - knowledge of industry software preferable
  • High level of word processing and spread-sheet knowledge

Personal Skills

  • Good planning and effective organisational skills
  • Computer literacy
  • Honesty and integrity
  • Methodological approach to work
  • Consent to, and have clear results for police check, bankruptcy search and any other background screening that is required for this position.

Reference: 35007467

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