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.

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 £28,500
• 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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