Mortgage Administrator

This Mortgage Administrator position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team.

If you are interested in applying for this job, please make sure you meet the following requirements as listed below.

• As a Mortgage Administrator, you will be supporting the 2 Directors of the business and potentially another advisor in due course. Your duties will include;

Pre-meeting preparation

Processing of mortgages, protection and general insurances

Ensure all application forms are completed and signed

Accurately maintain all records on client management system and update promptly

Complete report, obtain adviser sign-off for new business recommendation summary

Send post meeting report to client, complete with appropriate documentation

Answer incoming calls, responding to client and provider queries as appropriate

Liaising with providers, solicitors and any other third party to keep within deadlines

Answer incoming calls, responding to client and provider queries as appropriate

Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements

Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately

Keep fact find status updated, in conjunction with adviser

Manage daily post, answering client mail or distributing as appropriate

Mortgage Administrator Requirements

Ideally you should have 2+ years as an Administrator

CeMAP or equivalent would be a bonus but not essential

Strong & clear communicator able to speak with clients at all levels

Organised problem solver who has excellent attention to detail

A good practical understanding of Outlook, Word, and Excel

The Company

This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.

Mortgage Administrator Benefits

Salary of £25,000 to £30,000 dependent on experience

Working hours of 9am 5pm with 30 min lunch Monday to Friday

20 days holiday plus bank holidays and enrolled onto company pension scheme

For the right individual, they would look at progression into advice and would support you to achieve this

Plans for sustained growth

Locations

Guildford

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