Mortgage Specialist Assistant (12 months)

NatWest Group; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Mortgage Specialist Assistant to support mortgage managers and ensure outstanding customer service. The role requires attention to detail, problem-solving skills, and experience in banking or financial services. This position offers an opportunity for professional development within a dynamic team environment.

Qualifications

• Experience in a banking or financial services environment.
• Track record of meeting quality assurance, service and risk targets.
• Ability to maintain knowledge of relevant internal processes.

Responsibilities

• Support mortgage specialists with documentation and customer engagement.
• Deal with customer requests via phone and email.
• Instruct mortgage offers and liaise with solicitors, brokers, and clients.

Skills

Attention to detail

Problem solving

Customer service

Communication

Banking knowledge

Microsoft Office skills

Job description

Join us as a Mortgage Specialist Assistant

• Take on a new role in an exciting and dynamic team, offering vital support to clients with mortgage needs
• Provide support to the mortgage managers to ensure we deliver outstanding customer service by keeping the customers needs at the forefront and exceeding the customers expectations through quality service
• We’ll look to you to deliver high standards for each customer interaction, with proactive organisation and accurate records and file management
• This is an opportunity for you to develop your knowledge of mortgages and financial markets, in an environment where we take a real investment in your career progression
• To be considered for this role, if you don't already live here, you'll need to clearly state in your CV that you have the right to live and work in your chosen location
• This role will be available for a period of 12 months

What you’ll do

You’ll be directly supporting our mortgage specialists. With excellent attention to detail, you’ll make sure that all reports, documentation and systems recording is technically accurate, compliant and provides the right outcomes for our client.

Day-to-day, you’ll be:

• Responsible for full customer engagement to efficiently manage the new business and existing business book and ensure customer needs are met
• Dealing with internal and external customer requests via phone and email
• Providing support to the mortgage managers
• Reviewing customer due diligence for sign off by our new account sanctioners and managing the mortgage to drawdown
• Instructing mortgage offers and sending to solicitors, brokers, and clients
• Maintaining adherence to all internal & external; regulatory, operational, compliance, credit and key control systems and procedures are implemented

The skills you’ll need

We’re looking for someone with experience in a banking or financial services environment and a broad knowledge of products and services. You’ll also have the ability to work with high levels of attention to detail, alongside excellent problem solving and communication skills.

We’ll also expect you to have:

• A track record of meeting quality assurance, service and risk targets in a regulated environment
• The ability to maintain high levels of knowledge of relevant internal processes and procedures
• A strong background in customer service
• Good Microsoft Office and other technical systems skills