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New Business Administration Assistant

Posted 15 January by The Northview Group Easy Apply Ended

Overall Purpose of Job

To provide mortgage administrative support to the Operations Team to ensure the operation delivers an exceptional service to its customers. Meeting the agreed service levels and ensuring quality and performance standards are met is key to the role. The role requires a flexible working approach in a rapidly developing office environment. In addition the role may be required to assist or cover for other roles within the Operations Department from time to time.

Key Accountabilities

Customer and Relationship Management

  • Adhere to the service standards as set out in the Policy & Procedures Manual Handle all communication from stakeholders in accordance with Policy & Procedures Manual
  • When required liaise with 3rd Parties to provide support or handle queries
  • Develop new and enhance existing relationships with other departments

Process Management

  • Effectively manage own workloads to ensure all activities are managed to conclusion and all outstanding information is identified and completed within agreed service levels
  • Undertake a broad range of administrative processes/ relating to clients mortgage applications while maintaining good working relationships with other business areas
  • Manage the data input of all new business ensuring that all applications are entered to agreed SLA’s both in time and quality
  • Process Mortgage Offers to agreed service standards, managing stakeholders expectations at all times and ensuring they are processed in accordance with Policy & Procedures
  • Receiving and opening incoming post/faxes/emails. Ensure all recorded or special delivery mail is recorded and signed for by the recipient. Perform any necessary research to ensure all documents are correctly allocated
  • Completion of data integrity checks as and when appropriate and maintaining the records of file transfer to Skipton
  • Setting up and maintenance of filing systems
  • Monitoring of stationery levels, working with the Team Leaders when stationery needs to be ordered
  • To answer incoming calls through busy periods, ensuring messages are handled correctly
  • Identify improvements to performance and team processes and working with team leaders and managers

Risk and Compliance Management

  • To ensure your responsibilities regarding Treating Customers Fairly, the Prevention of Financial Crime (including money laundering, identification and reporting of fraud) are carried out effectively and in accordance with the Company’s internal policies

Financial Management

Where required provide supper to the receipt management, deposit and reconciliation of received fees.

Experience, Knowledge, Skills

  • Regulatory Knowledge as applicable to role
  • To act with integrity at all times and embrace the philosophy of treating our customers fairly
  • Business & market awareness as well as a detailed knowledge of Kensington products
  • Adhere to the policy & procedures keeping up to date with any amendments
  • Be aware and accountable for the mitigation of risk in the day to day performance of your role. Complaints are to be handled in accordance with the procedures
  • Ability to competently use all the systems relevant to the role
  • Ensure key business targets and performance indicators are achieved

Experience in a processing or administration environment essential

Qualifications

Educated to at least GCSE level standard, including English & Maths

Financial Services or mortgage experience an advantage.

Required skills

  • Administrative
  • Administrative Support
  • Filing
  • General Administration
  • Office Administration

Reference: 34231649

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