Product Features
Blog
Contact Us
Sign In
NJR Recruitment
,
Bromsgrove, Worcestershire
Mortgage Administrator
|
|
Job Type: Full-time |
|---|
Overview
Mortgage Administrator Bromsgrove FREE PARKING FACILITIES AVAILABLE ON SITE NJR Recruitment is representing a highly regarded Wealth Management organisation based in the Bromsgrove area. Our client holds an excellent reputation within the industry and now have an exciting opportunity for an experienced Mortgage Administrator to join their practice. Reporting into the New Business Manager you will be responsible to provide timely, efficient and accurate processing of new business and service propositions to support the IFA's and Wealth Manager's organisational strategy. Day to day responsibilities will include: Complete compliance and scanning checklists accurately To be a point of contact for clients, providers and members of the business Accurately process new business in accordance with compliance guidelines Liaise with both internal and external stakeholders by telephone, letter and e-mail e.g. clients, advisers, solicitors and lenders Maintenance of all administration systems, ensuring that all client data is accurate and up to date Maintenance of diary management system, ensuring that daily workflow is completed in line with SLA's Ensure appropriate documentation is scanned and attached to the relevant client records Assist with the management of the IFAs pipeline of new business Ensure new business files are compliant with FCA and company guidelines - liaising with the Compliance department where necessary To ensure Financial Planning Propositions are set up correctly Use online systems where necessary to obtain information for new business tracking The Ideal candidate will have a minimum of 12 months experience in a similar role with an understanding of new business processing across Residential and Commercial Mortgages, Protection. You must have a keen eye for accuracy and attention to detail along with effective organisational and planning skills and the ability to work to deadlines. NJR10061