Mortgage Administrator

TN United Kingdom; Grantham; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in the mortgage sector is seeking a dedicated Administrative Support professional to assist Mortgage and Protection Advisers. This role involves managing client cases, ensuring all documentation is accurate and up to date, and maintaining strong communication with clients and advisers. The ideal candidate will possess excellent organizational skills, a keen understanding of compliance procedures, and a background in the financial industry. Join this dynamic team and contribute to providing exceptional service to clients while enhancing your career in a supportive environment.

Qualifications

• Strong communication skills to build rapport with clients and advisers.
• Ability to manage multiple cases and adhere to compliance procedures.

Responsibilities

• Communicate with advisers and clients to ensure smooth case handling.
• Manage documentation and liaise with lenders and conveyancers.

Skills

Administrative Support

Client Communication

Time Management

Compliance Knowledge

Financial Industry Knowledge

Tools

Case Management System

Job description

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Our client is a well-established Mortgage company based near Lincoln. The main purpose of this role is to provide administrative support to the Mortgage and Protection Advisers, ensuring all converted cases are kept fully up to date, informing both the client and the adviser.

MAIN RESPONSIBILITIES

1. Communicate with advisers, building strong rapport and relationships, working together to ensure clients are dealt with appropriately and efficiently from application through to completion.
2. Liaise with clients via email, telephone, and letter to maximize business opportunities.
3. Manage converted cases alongside advisers to ensure all paperwork and relevant documentation are completed and attached to the file.
4. Liaise with lenders, providers, and conveyancers to keep the file up to date, informing both the adviser and the client.
5. Take ownership of each converted case through the key stages of application, whether for mortgage or protection.
6. Chase all cases as per the required process, updating all parties.
7. Relay any issues that arise to the Mortgage and Protection Advisers promptly.
8. Update the case management system and ensure the accuracy of case notes.
9. Follow compliance procedures and processes.
10. Manage time effectively to work and adhere to deadlines.
11. Maintain a high level of product and industry knowledge.
12. Be an excellent telephone communicator.
13. Experience within the financial industry is a key benefit.