A financial services company in Maidenhead is seeking a customer-facing candidate for its mortgage team. The role involves keying mortgage applications, gathering client documentation, providing administrative support to brokers, and ensuring a quality service experience for clients. Strong administration skills and the ability to adapt to changing tasks are essential. Previous mortgage experience is a bonus but not necessary, as training will be provided on the job.
Qualifications
Experience in customer service roles is beneficial.
Strong organizational skills are necessary.
Ability to manage changing workloads effectively.
Responsibilities
Key mortgage applications into the banking systems.
Gather and verify documents from clients.
Provide administrative support to brokers.
Manage client service experience throughout the process.
Record all actions to maintain clarity and compliance.
Skills
Customer centric
Strong administration
Ability to work under pressure
Teamwork
Job description
A financial services company in Maidenhead is seeking a customer-facing candidate for its mortgage team. The role involves keying mortgage applications, gathering client documentation, providing administrative support to brokers, and ensuring a quality service experience for clients. Strong administration skills and the ability to adapt to changing tasks are essential. Previous mortgage experience is a bonus but not necessary, as training will be provided on the job.