Financial Services

Ashford

15/06/2023

Type of Position: Mortgage and Protection Administrator
Pay: £22-30K
Reference: 150623

Mortgage and Protection Administrator

Financial Services

Ashford

We are seeking a mortgage and protection administrator for expanding firm of Advisers. You will work closely with our Mortgage Advisers to support our existing client bank and assist in the process of taking on new clients.

Client Services
· Provide a high level of support to all clients from initial contact to mortgage completion;

· Manage client liaison via access to mortgage adviser’s diary;

· Support the advisers with lender research as required;

· Generate recommendation spreadsheets for the adviser;

· Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications;

· Draft suitability reports for the adviser to review;

· Overview all case requirements and associated compliance for each case;

· Provide ongoing review service by managing pipeline of ongoing rolling business.

Data Processing
· Key all mortgage applications;

· Input and update client information into our CRM;

· Develop CRM processes to improve general efficiency;

· Process all broker fees via the WorldPay portal;

· Claim all procuration fees from the mortgage clubs;

· Monitor all monies received;

· Create and manage income profiles for our Finance Department;

· Conduct all protection research for each application;

· Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web.

The Candidate
Essential experience and qualifications:

· Ideally completed R01 and CF6

· A minimum of one year’s experience working with a mortgage broker

We need a bright, organised and hardworking individual who can demonstrate:

· Impeccable attention to detail

· Very good written communication skills

· Engaging and professional telephone manner

· A people person, who can clearly communicate to all stakeholders

· Time management and the ability to multitask is essential

· Being adaptable as the role demands change frequently

· A systematic and methodical approach to tasks

· IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)

· Numeracy skills

· A hardworking and positive attitude

· A good team player

This is a great opportunity to join a growing company who pride themselves on giving a great service to their clients. This would be ideal for someone looking to grow their career within Mortgages and Protection services.

Mortgage and Protection Administrator

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