Mortgage and Protection Administrator

Mortgage and Protection Administrator

£21,000 to £26,000

Middlesbrough based office

Due to continued growth, a fantastic opportunity has arisen for an experienced Mortgage and Protection Administrator to join one of our highly successful financial services businesses based in Middlesbrough.

An exceptional business with an excellent reputation in the market, well known for delivering outstanding service for their clients.

As a Mortgage and Protection Administrator, you will be involved in supporting the team of advisers with day to day duties from submission to completion. If you thrive in a varied and busy administrative role, which is customer focused, this could be the position you’ve been waiting for.

This is an office based role within a family friendly team. The salary of £21,000 to £26,000 if negotiable depending on experience and ability

Duties to include

• Process new business applications
• Submit mortgage / protection business to Concert Hub for compliance purposes.
• First point of contact with clients throughout their mortgage and protection journey
• Responsible for contacting lenders, providers, and solicitors for regular updates until completion
• Maintain our CRM (SENRO) to make sure all information is accurate and up to date
• Responsible for handling mortgage and protection Pipeline and attending weekly meetings with Advisers with updates
• Monitor Concert Hub submissions to ensure it is done in required time
• Dealing with supporting documents for mortgage applications
• Issue protection policies
• Scan and storing client’s data electronically
• Answering the telephone, answering queries, referring when required
• Book appointments for new and existing clients

Industry qualifications are ideal but not needed, however mortgage and protection industry experience is essential and a minimum of 2 years strong administrative experience is essential

You will also need/be

• Excellent customer service skills with the ability to build rapport and manage client relationships
• Excellent time management and planning skills
• Conscientious and organised with a strong attention to detail
• Highly motivated and enthusiastic about providing an excellent service
• Handle confidential information in a professional and discreet manner.
• A 'people person’ with a strong work ethic.
• A willingness to change and adapt in an evolving environment.
• Work as part of a team
• Experience with Microsoft Office - specifically Outlook, Excel and Word.
• Excellent communication skills both verbal and written with an eye for detail.
• Excellent interpersonal skills - assertive, efficient, positive, and approachable
• Ability to work to set deadlines

If you are looking for a new challenge and want to be able to develop your career in a flourishing and forward-thinking business, apply below