Halmer Recruit
Mortgage Administrator
Job Location
Farringdon, United Kingdom
Job Description
Trainee Mortgage Administrator
Office Location: Central London. This role will be remote though you will be expected to attend quarterly meetings in London which are 1-day events.
Hours: Mon-Fri 9-5:30
Salary: £26K - £28,500K DOE
My client is an established, successful HNW Independent Mortgage brokerage who are currently keen to recruit a Trainee Mortgage Administrator due to natural growth.
Responsibilities and Duties:
* Communicate and establish courteous relationships with clients
* Chase appropriate paperwork from client to complete mortgage applications
* In association with the wider admin team, manage all mortgage cases from submission to offer stage and deal with post-offer admin and the progression of cases through to completion
* Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
* Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
* Contribute to the updating of templated suitability letters as required for all relevant cases
* Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
* Complete File Checks and adhere to Compliance standards and ensure that all files are completed to a compliant standard in line with company standards and FCA regulations
* Maintain a good relationship and work as a team helping and supporting brokers and the administration team
* Ability to manage your own number of cases and workload prioritising where required
Skills & Experience:
* You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
* Highly Organised and able to apply a structured approach to administrative processes
* Highly competent in using a range of electronic systems & software
* Ability to work remotely
* Previous experience in a similar role is essential
* Familiarity with a range of Mortgage lenders and their requirements
Desirable:
* Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
* Ambition to assist in a junior Paraplanning role alongside Administration duties
Location: Farringdon, GB
Posted Date: 11/25/2024
Office Location: Central London. This role will be remote though you will be expected to attend quarterly meetings in London which are 1-day events.
Hours: Mon-Fri 9-5:30
Salary: £26K - £28,500K DOE
My client is an established, successful HNW Independent Mortgage brokerage who are currently keen to recruit a Trainee Mortgage Administrator due to natural growth.
Responsibilities and Duties:
* Communicate and establish courteous relationships with clients
* Chase appropriate paperwork from client to complete mortgage applications
* In association with the wider admin team, manage all mortgage cases from submission to offer stage and deal with post-offer admin and the progression of cases through to completion
* Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
* Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
* Contribute to the updating of templated suitability letters as required for all relevant cases
* Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
* Complete File Checks and adhere to Compliance standards and ensure that all files are completed to a compliant standard in line with company standards and FCA regulations
* Maintain a good relationship and work as a team helping and supporting brokers and the administration team
* Ability to manage your own number of cases and workload prioritising where required
Skills & Experience:
* You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
* Highly Organised and able to apply a structured approach to administrative processes
* Highly competent in using a range of electronic systems & software
* Ability to work remotely
* Previous experience in a similar role is essential
* Familiarity with a range of Mortgage lenders and their requirements
Desirable:
* Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
* Ambition to assist in a junior Paraplanning role alongside Administration duties
Location: Farringdon, GB
Posted Date: 11/25/2024
Contact Information
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