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Mortgage and Protection Administrator

Posted 6 January by Stepping Stones Financial Planing LLP Ended

We are now recruiting for an experienced Mortgage Administrator. The role is based within a well established business based in Leicester. We need to expand the Administration team and are looking for an extremely organised Individual to join the growing business team.

As the Mortgage Administrator your duties will involve the following:

  • Applying for decisions in principle using information supplied by advisers, in order to meet deadlines, customer needs and regulatory requirements
  • Liaise with customers in order to submit full mortgage applications and associated documents in line with mortgage providers' requirements
  • Pro-actively engage and liaise with customers and mortgage providers in order to ensure all the necessary information and documentation is transferred in a timely manner
  • Pro-actively engage and liaise with customers and solicitors in order to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and so that the customer experience remains positive throughout
  • Complete life protection applications using information supplied by advisers, in order to meet customer needs and regulatory requirements
  • Liaise with customers, insurance providers, medical practitioners
  • Support the advisers with general administrative duties (e.g. setting up files, photocopying, faxing, etc.)
  • Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers
  • Add new clients to Intelligent Office and update ongoing applications with regular information in order that progress can be monitored

The selected Mortgage Administrator will also need to demonstrate the following skills:

  • Ability to work accurately without close supervision
  • Good attention to detail
  • Good time management and inter-personal skills
  • Good typing skills
  • Knowledge and experience of using computers and a variety of general software packages
  • Knowledge and understanding of the mortgage and life application processes

As the Mortgage Administrator you will be offered a full time position with a salary up to £19,000. With bonus.

Required skills

  • Administrative
  • Applications
  • Documentation
  • Protection
  • Meet Deadlines

Reference: 34154340

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