Mortgage Representative
A great opportunity to for an experienced mortgage representative to join this well established, friendly team. Our client provides a structured training and development programme and genuine career progression/ benefits package which is second to none.
- Based in Epsom
- £25,000 - £30,000 (depending on experience)
- Monday - Friday, 9am - 5:30pm
- 23 days holiday rising to 27 plus option to buy and sell holiday
- Free parking
Job specification for the mortgage representative
- Manage complex mortgage processes, including Buy to Let, Transfer of Equity, Interest Only mortgages, and specialised external programs.
- Oversee mortgage arrears administration, including report preparation, data provision, and legal recovery support.
- Handle deceased customer accounts, Powers of Attorney, third-party authorisations, and the registration process per guidelines.
- Fulfil responsibilities as specified in the Company's Authorities Schedule.
- Administer centrally managed reports, conduct necessary research, corrections, and manage responses.
- Draft and issue customer correspondence as needed.
- Support testing functions, including form preparation, testing, and result review.
Person specification Mortgage Representative
- Experience in administration.
- Customer service experience, ideally with phone-based interactions.
- Strong attention to detail.
- Ability to remain calm under pressure.
- Effective time management and workload prioritization.
- Clear and effective communication across all formats.
- Decision-making capability.
- Skilled in coaching and training others.
- Ability to build strong relationships with other departments.
- Quick learner.
- Capable of working independently when needed.
- Strong analytical skills.
- Proficient in Excel, with experience in creating spreadsheets and manipulating data.
Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
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Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.