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Mortgage Administrator

Clever Financial Services Ltd
Job LocationHarrow
EducationNot Mentioned
Salary30,000 - 40,000 per annum, OTE
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent,full-time

Job Description

An established firm of Mortgage & Protection Advisers currently recruiting a Full-Time mortgage & protection administrator.Based in a friendly office environment on Kenton Road, Harrow we are an Authorised Representative of Quilter Financial Planning. We have an excellent track record in customer service, putting our clients needs at the forefront , providing tailored advicefor our clients mortgage & protection needs and financial planning objectives whilst establishing & maintaining long term relationships with all clients. We are seeking an experienced individual who can support our business and assist brokers in maintainingthese high levels of service.Responsibilities:

  • Pro actively progress mortgage and protection applications through to completion.
  • Dealing with incoming calls, emails and post.
  • Inputting of mortgage, protection & general insurance applications with relevant Money Laundering requirements and any other supporting documentation.
  • Inputting data and updates onto our bespoke client management platform.
  • Liaising with lenders, insurance providers, solicitors, estate agents, accountants, etc.
  • Reporting to clients to ensure requirements are met and regular updates are provided.
  • Personal and broker diary management.
  • Assisting in the preparation of paperwork and/or research required by brokers for client meetings.
  • Ensuring acceptance terms and mortgage offers are received as promptly as possible whilst also checking these have been produced correctly by the insurer or lender.
  • Electronic filing of client correspondence and all other relevant documentation at the time of processing.
  • Being responsible and accountable for sourcing and managing suppliers in relation to office operations and supplies, including; stationery; printing, ad hoc facilities, etc.
  • Managing own workload and ensuring deadlines are met.
  • Analysing clients existing protection covers and mortgages.
  • Preparing bespoke suitability reports.
  • Completing compliance files including case submissions to the network within required time scales
  • Assisting the advisers in their dealings.
Skills & Experience Required:
  • Minimum 2 years experience in mortgage administration
  • Outstanding people skills
  • Excellent management skills including time management
  • Positive team player
  • Experience and knowledge of Xplan system an added advantage
Offer:
  • On-going training
  • Great opportunities with long term career progression
  • Full time office based work with some flexibility to work from home
  • Regular office team lunch, dinners and outings (including family outings)
If you have any questions regarding the role, please send us a message. if I am unavailable, please leave a message with your contact number and I will contact you as soon as possible.Job Types: Full-time, PermanentSalary: From £30,000.00 - £40,000 plus Bonus per yearSchedule:
  • Monday to Friday

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