Mortgage Administrator

Coast Specialist Recruitment ,
Walton-on-Thames, Surrey
Job Type: Full-time
Salary: £20,000 per annum

Overview

My client is a financial services firm providing independent financial advice to a broad range of private individuals, trusts and small businesses. Due to business expansion they are actively seeking to appoint a Mortgage and Protection Administrator to join the growing team. This is a flexible/part-time opportunity - between 30 and 37.5 hours per week, which can be flexible to suit school runs. There is also some flexibility to work from home once training has been completed. The Role: Daily liaison with lenders and providers to obtain updates on applicant status and pro-actively progress mortgage, equity release and protection applications through to completion and providing the mortgage advisers with clear and concise updates Speaking to clients with updates and information requests Writing reports (suitability letters) and sending to clients Submitting applications to lenders, accurately and efficiently Updating the internal back office system (Intelligent Office) and ensuring new plans are added accurately About You: A minimum of 2 years experience in mortgages/financial services in an administrative capacity Have a good knowledge of mortgages and Investments A confident and professional communication manner, both written and verbally Some regulated qualifications, although not essential The ability to work independently as well as within a small team