- Supporting the mortgage adviser with the efficient new business processing of mortgage and insurance applications.
- Administration support setting up new client file within the back office customer relationship management system.
- Communicating with clients through inbound and outbound communication by telephone, email or letter in acknowledging their enquiry, setting up a meeting with the adviser, obtaining information and documentation from the client and providing regular updates.
- Producing mortgage illustrations and insurance quotations as required by the adviser.
- Obtaining research information from various online portals/websites
- Using mortgage lender on-line systems inputting client information in obtaining affordability calculator results, submitting a decision in principle and then full applications.
- Recording, updating and uploading client documents to the mortgage lender.
- Monitoring and following up on submitted applications in order to satisfy the underwriting requirements have been met and responding to any additional requests for further information/documentation.
- Regular liaison with client, solicitors, estate agents, surveyors and other third parties.
- Administrative Support
- Communication Skills
- Organisational Skills
- Web Applications