Mortgage and Protection Processor

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Mortgage and Protection Processor, Edinburgh

Client:

Rettie

Location:

Edinburgh, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

d49c7cec838d

Job Views:

6

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Location: Wemyss Place or Morningside Road, Edinburgh (office-based with the option of hybrid working)
Hours per week: 37.5 hours
Hours of work: Monday to Friday (09:00 - 17:30)

About the role

In your role as a Mortgage & Protection Processor, you'll be responsible for contributing to an exceptional customer experience for all our clients.

You'll provide full administrative support to the Mortgage & Protection Advisors by managing client cases. This will involve duties such as collecting documents for mortgage applications, submitting applications, uploading documents, updating client information, and ensuring that cases are fully packaged to meet compliance requirements.

You'll book in mortgage appointments and also get the opportunity to self-generate protection sales such as building and contents insurance.

About you

This is an ideal role for someone with experience in financial/professional services administration who can navigate their way around systems with ease. You'll be process-driven with high attention to detail and be able to work at pace, without compromising on quality.

You'll show confidence in interacting with clients over the phone and via email, communicating information clearly, and using facts when objection handling.

As well as being customer-focused, you'll demonstrate strong skills in collaboration, communication, problem-solving, planning and organising. Bringing a positive mindset to everything you do; you'll strive to go above and beyond and be self-motivated to deliver great service to clients.

Key responsibilities

• Building positive relationships with clients through regular phone and email contact
• Assessing a customer's situation through open and honest conversations, where you'll have the confidence to question and handle objections
• Gathering client feedback and reviews
• Ensuring the accuracy of data input and updates into the MIDAS database
• Full case management of applications
• Understanding regulatory requirements, including Anti-Money Laundering and Data Protection, and ensuring these are met
• Identifying any potentially fraudulent activity and escalating any concerns

Key requirements

• Proven experience in a similar role within financial or professional services
• Proficient in the use of IT systems including MS Teams, Word, Excel and Outlook
• Prior experience of MIDAS (desirable) or a comparable database
• Understanding of the mortgage process and AML
• Customer Focus
• Communication
• Problem Solving & Innovation
• Planning & Organising
• Positive Mindset

About us

When you join Rettie, you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determination, Dependability and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we aspire to cultivate and grow diverse, capable teams in an environment which will help you realise your career potential.