We are seeking a Mortgage Administrator to join a well established financial services firm based in Hailsham. You will work closely with the Mortgage Adviser to support the Company's existing client bank and assist in the process of taking on new clients.
The Role
You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages.
Responsibilities:
- Provide a high level of support to all clients from initial contact to mortgage completion;
- Manage client liaison via access to mortgage adviser's diary;
- Support the advisers with lender research as required;
- Generate recommendation spreadsheets for the adviser;
- Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications;
- Draft suitability reports for the adviser to review;
- Overview all case requirements and associated compliance for each case;
- Provide ongoing review service by managing pipeline of ongoing rolling business.
- Key all mortgage applications;
- Input and update client information into the CRM;
- Develop CRM processes to improve general efficiency;
- Process all broker fees via the WorldPay portal;
- Claim all procuration fees from the mortgage clubs;
- Monitor all monies received;
- Create and manage income profiles for the Finance Department;
- Conduct all protection research for each application;
The Candidate
Essential experience and qualifications:
- A degree-level education or previous work experience in a similar role
- Ideally completed R01 and CF6 but not essential
We need a bright, organised and hardworking individual who can demonstrate:
- Impeccable attention to detail
- Very good written communication skills
- Engaging and professional telephone manner
- A people person, who can clearly communicate to all stakeholders
- Time management and the ability to multitask is essential
- Being adaptable as the role demands change frequently
- A systematic and methodical approach to tasks
- IT literacy (advanced knowledge of Word and Excel and the ability to learn new software)
- Numeracy skills
- A hardworking and positive attitude
- A good team player