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Office Administrator

Kyle Financial Ltd

Glasgow

On-site

GBP 25,000 - 35,000

Full time

2 days ago
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Job summary

An established industry player in the financial sector is looking for a dedicated Mortgage & Insurance Case Handler. This full-time role offers a chance to join a dynamic team in Glasgow, where you'll provide essential administrative support to brokers and ensure a seamless customer experience. If you're motivated, detail-oriented, and passionate about delivering exceptional service, this is the perfect opportunity to advance your career in a growing company that values its employees and fosters professional development. Join a team that is committed to excellence and make a real impact in the financial services industry.

Qualifications

  • Experience in processing mortgage applications.
  • Strong client-facing skills and problem-solving abilities.

Responsibilities

  • Provide administrative support to brokers.
  • Progress mortgage and protection applications to completion.

Skills

Organizational Skills
Communication Skills
Problem Solving
Attention to Detail

Education

Minimum 2 years experience in Mortgage Administration

Tools

CRM Software

Job description

Get AI-powered advice on this job and more exclusive features.

Kyle Financial are seeking a stand out Mortgage & Insurance Case Handler.

We are a leading Mortgage & Insurance Broker located in Glasgow’s City Centre. To support our ongoing expansion, we are looking for a motivated and hard working individual who would like to take the next step in their career.

We are focused on our customer experience being second to none. We are looking for an individual who shares that passion for delivering exceptional service to our clients. The role will be to provide administrative support to the brokers and to take a leading role within the established administrative team.

The business is continuing to grow and we have huge ambitions and this is an opportunity for an aspirational individual to join a business which is focused on developing its people.

Key elements of the role:

  • Processing of new applications in preparation for the lender/underwriter
  • Proactively progress mortgage and protection applications through to completion
  • Collating of information and writing reports
  • Finding solutions to problems
  • Working with clients
  • Liaising with solicitors
  • Updating CRM with status and General date
  • Working closely with the Directors of the firm to establish new processes to develop sales process

The successful candidate will be able to demonstrate the following:

  • Strong organisational skills and the ability to prioritise tasks
  • Be confident speaking with clients and use their initiative to problem solve
  • Strong communication skills both written and verbal
  • Excellent attention to detail
  • Ability to work efficiently and effectively in a fast paced environment
  • Minimum of 2 years recent experience in Mortgage Administration in a broking environment
Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Administrative

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