Mortgage & Protection Administrator

Recruitment Services UK; Birmingham; On-site; GBP 24,000 - 30,000; Full time

Job summary

The Mortgage Hub @ Green & Company in Sutton Coldfield is recruiting for a Full Time Mortgage & Protection Administrator to support our Financial Services Division at the Sutton Coldfield office.

You will provide administration and compliance support to Mortgage Advisers, liaise with clients, lenders, insurers and solicitors, and manage the mortgage application to completion while keeping all parties updated throughout the process.

Qualifications

• Experience in mortgage and protection administration preferred.
• Strong organisational and communication skills.
• Proficient with Word/Office and Excel.
• Experience using CRM databases.
• Ability to work in a team and independently.

Responsibilities

• Provide administration and compliance support to Mortgage Advisers and liaise with clients, lenders, insurers and solicitors to ensure mortgage completes smoothly.
• Request customer documents, verify, chase and collate information.
• Ensure all case notes and documents are provided to relevant parties.
• Carry out compliance checks to confirm mandatory documents are present and correct.
• Track mortgage applications from submission to completion and keep clients and advisers updated.
• Maintain adherence to company, network and regulatory guidelines at all times.

Skills

Excellent organisational skills

Excellent communication skills

Self-motivation

Team player

Tools

Microsoft Word

Excel

CRM databases

Job description

FULL TIME MORTGAGE & PROTECTION ADMINISTRATOR

FINANCIAL SERVICES, SUTTON COLDFIELD

Company: The Mortgage Hub @ Green & Company

An opportunity has arisen for a Full Time Mortgage & Protection Administrator to join our successful Financial Services Division.

The successful candidate will be based at our Sutton Coldfield office.

• Duties will include providing administration and compliance support to our team of successful Mortgage Advisers, liaising with clients, mortgage lenders, insurers and solicitors to ensure their mortgage completes as smoothly as possible.
• Requesting customer documentation, ensuring all relevant documents are returned correctly and accurately checking, chasing and collating all details.
• Ensuring all relevant case notes and documents are provided to all parties.
• Carrying out compliance checks to ensure all mandatory documents are present and correct.
• Submit Home & Personal insurance policies and place on risk.
• Track and manage the mortgage application to completion.
• Keeping the client and the adviser fully updated throughout the house buying, mortgage application journey.
• Maintaining adherence to company, network and regulatory body guidelines at all times is essential.

Previous experience in the Mortgage & Protection Market is preferred for this role.

The candidate should possess excellent organisational and communication skills and be conversant in Microsoft Word/Office and Excel. Along with a history of using CRM databases.

Demonstrate superb organisational and time management skills, be able to prioritise and adapt to challenging workloads.

Have a methodical and exacting approach to compliance and administration.

Be a terrific team player with the self-motivation to also work independently.

The ability to liaise with people at all levels is essential.