Mortgage Admin & Progression Specialist

Dexters; Greater London; Remote; GBP 27,000 - 28,000; Full time

Benefits offered by this job

Progression

Training and development

Holiday allowance

Wellbeing programs

Discounts: beauty & fitness

Season ticket loan

Cycle-to-work

Parental leave

Volunteer day

Job summary

Dexters in Hampton Hill is seeking an administrative and sales support assistant to help financial advisers deliver a five-star service from start to finish. You will ensure mortgage documents are compliant and coordinate with lenders and clients throughout the process.

Working hours are Monday to Friday, 8:30am to 5:30pm. The role requires strong organisation, excellent English, and a confident telephone manner to manage deadlines and maintain client satisfaction.

Qualifications

• Good working knowledge of Microsoft Word, Excel and Outlook.
• Well-spoken with excellent knowledge of English.
• Confident telephone manner.
• Excellent time management and ability to prioritise and organise own workload.
• Ability to work under extreme pressure to meet deadlines.

Responsibilities

• Checking files to ensure all documents provided are compliant, under FCA regulations.
• Liaise between lenders, solicitors, advisers and clients.
• Acting as the main point of contact for mortgage progression through to offer.
• Ensuring the products selected remains the best for our client.
• Follow up and chase Mortgage Reviews.
• Organising calls for clients due for a re-mortgage to retain existing business.

Skills

Telephone manner

Time management

Prioritisation

Customer service

Attention to detail

Organised

Team player

Self-motivation

English proficiency

Tools

Microsoft Word

Excel

Outlook

Job description

Dexters in Hampton Hill is seeking an administrative and sales support assistant to help financial advisers deliver a five-star service from start to finish. You will ensure mortgage documents are compliant and coordinate with lenders and clients throughout the process.

Working hours are Monday to Friday, 8:30am to 5:30pm. The role requires strong organisation, excellent English, and a confident telephone manner to manage deadlines and maintain client satisfaction.