Mortgage and Insurance Administrator

  • 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.

Required skills

  • Administrative Support
  • Communication Skills
  • Organisational Skills
  • Web Applications

Application question

Do you have previous experiance as a mortgage administrator?

Reference: 34705948

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