Mortgage Administrator

Job Description

REED Financial Services are delighted to be working witha well established independent financial advice firm based on the outskirts of Newton Abbot.The roleAs a Mortgage Administrator, you will be working alongside the Advisors to assist the client throughout the entire mortgage application process from first contact through to completion. As a result the role can be divided into two parts.The first part is the customer side, which involves keeping the customer informed throughout the entire process and fielding any questions or concerns they may have. With the emphasis on communication also expanding to include lenders, solicitors, estate agentsand other stakeholders.The second part of the role is the administrative side, ensuring accurate records and that all required documentation are stored correctly on thesystems. Administration support also extends to the clients applications. Ensuring that the applications are accurateand correct. With administrative tasks also extending to day-to-day accounts, invoicing and maintaining office systems, processes and procedures.In addition to the above, the role will also require working on multiple cases at once, handling and prioritising different cases. Thus, you will be someone who can work under pressureand delegate your time effectively, with a keen eye for detail and goodinterpersonal skills.Responsibilities

• Entering new cases and reviewing the cases as they move through the mortgage pipeline, ensuring throughout the process all information is accurate and correct
• Electronic filing of client correspondence and all other relevant documentation at the time of processing
• Keying applications and ensuring that all information on the application is accurate
• Upon the mortgage application being accepted, it is your duty to ensure acceptance terms and mortgage offers are received as promptly as possible. While also ensuring that the term and offer, are accurate and match that of the application
• Dealing with correspondence and producing standard letters
• Interacting with diverse range of customers and stakeholders both in person as well as via phone and email
• Maintaining good relationships with new and previous clients as well as other businesses
• Keeping company resources up to date
• Managing your workload and ensuring deadlines are met
• Providing administrative support
• Handling incoming emails and telephone queries

Essential skills and competencies

• Attention to detail
• Strong organisational and communication skills, with good interpersonal skills that allow you to work effectively as part of a team and with a diverse range of different customers and stakeholders
• The ability to prioritise tasks and manage multiple demands on time and resource
• Problem solving skills
• Reliability, loyalty, and adaptability
• Fluency in Microsoft Office programs
• Strong interpersonal and team-working skills
• Fluency in written and spoken English, with an exemplary command of grammar and spelling

Desired previous experience

• Demonstrable industry experience
• Good general knowledge of life and mortgage related products and legislation. Training will be given
• Experience in establishing and following processes and procedures.
• Experience of working with a CRM system desirable

In return

• Competitive salary
• Flexible working both with hours and whether office/home based
• Support with relevant financial exams
• Career progression if desired