Mortgage & Protection Administrator

Recruitment Services UK; Sutton Coldfield; On-site; GBP 19,000 - 26,000; Full time

Job summary

The Mortgage & Company in Sutton Coldfield is seeking a Full Time Mortgage & Protection Administrator to join our Financial Services division and base at the Sutton Coldfield office.

You will provide essential administration and compliance support to our team of Mortgage Advisers, liaising with clients, lenders, insurers and solicitors to ensure a smooth mortgage completion path. Strong organisation and MS Office/CRM skills are required.

Qualifications

• Excellent organisational and communication skills.
• Experience with Word/Office and Excel; CRM databases experience.

Responsibilities

• Provide administration and compliance support to Mortgage Advisers and liaise with clients, lenders, insurers and solicitors to ensure smooth mortgage completions.
• Request customer documentation and ensure documents are returned correctly; check, chase and collate details.
• Ensure all relevant case notes and documents are provided to all parties; carry out compliance checks for mandatory documents.

Skills

Organisational skills

Communication

CRM systems

Time management

Tools

MS Word

MS Excel

CRM databases

Job description

FULL TIME MORTGAGE & PROTECTION ADMINISTRATOR

FINANCIAL SERVICES, SUTTON COLDFIELD

Company: The Mortgage & 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.