Mortgage & Protection Administrator

Recruitment Services UK; West Midlands; On-site; GBP 20,000 - 26,000; Full time

Job summary

The Mortgage & Company is seeking a Full Time Mortgage & Protection Administrator to join our Sutton Coldfield-based Financial Services Division. The role focuses on administering and ensuring compliance for mortgage applications, interfacing with clients, lenders, insurers and solicitors to keep processes on track.

The successful candidate will be based at our Sutton Coldfield office and should have excellent organisational and communication skills, with proficiency in Word/Office and Excel,

Qualifications

• Previous experience in the Mortgage & Protection Market preferred.
• Excellent organisational and communication skills.
• Conversant in Microsoft Word/Office and Excel; CRM experience.

Responsibilities

• Providing administration and compliance support to Mortgage Advisers; liaising with clients, lenders, insurers and solicitors to ensure mortgage completes smoothly.
• Requesting customer documentation and ensuring documents are returned correctly; chasing and collating all details.
• Ensuring relevant case notes and documents are provided to all parties.
• Carrying out compliance checks to ensure mandatory documents are present and correct.
• Track and manage the mortgage application to completion; keep client and adviser updated.

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.