MORTGAGE ADMINISTRATOR

Guildford
9 months ago
Applications closed

Clark James Recruitment are working with a leading Financial Services business.
Due to expansion our client are looking to expand their Administration team, as a result, they have a vacancy for a Mortgage Administrator to join the business.
Role

  • The Mortgage & Protection Administrator plays a pivotal role in the expert maintenance and management of client accounts within the team.
  • This is a highly technical function, where industry knowledge is preferable, however someone showing the right attributes and willingness to learn the role will be considered.The applicant must show the ability to engender positive relationships with clients, colleagues and providers that are built on trust.
  • Prepare all pre-meeting requirements ahead of meeting, to include, summary of ‘objective of the meeting’ plus ongoing issues and proposed agenda.
  • Progress all meeting action points and facilitate account administration.
  • Processing of mortgages, protection and general insurances.
  • Update last review date on system and ensure advisor updates next review date.
  • Draft report/kfi’s, add attachments and confirm with adviser (immediately post meeting).
  • Enter all action requirements immediately onto task management.
  • Accurately maintain all records on client management system and update promptly.
  • Ensure systems are kept up to date with general planning notes and correct documentation and client data.
  • Keep fact find status updated, in conjunction with adviser.
  • Compile ‘suitability report’ letters to an appropriate standard.
  • Obtain information from client to explain why plans are not taken up, or lapse, and enter onto systems.
  • Liaising with providers, solicitors’ and any other third party to keep within deadlines.
  • Monitor and manage pipeline and new business applications progress with adviser/s and advise/update line manager.
  • Chase adviser fees from clients and/or provider(s), as necessary.
  • Deal with day to day correspondence from clients in an accurate and timely manner.
  • Maintain regular schedule of client reviews in accordance with client review process document.
  • Meet clients as necessary to obtain information and/or signatures or to deliver correspondence.
  • Proactively manage the client relationship - call to offer help, advice, guidance, as appropriate.
  • Provide cross-team support to colleagues by managing their client task administration when required (for example, during periods of absence or heavy workload).
  • Work proactively towards shared team goals.
    Candidate
  • The Mortgage & Protection Administrator has a forward-thinking approach to account management.
  • A self-starter, the ideal Mortgage & Protection Administrator thinks laterally and manages multiple accounts seamlessly.
  • The role requires the Mortgage & Protection Administrator to uphold best practices within the firm ensuring compliance procedures are adhered to at all times whilst actively contribute to the profitability of the location.
  • Knowledge of the sales and advice process and regulatory requirements.
    Package
  • Attractive basic salary.
  • 28 days holiday.
  • Office based, Mon - Fri, 9.00am - 5.00pm
  • Company Pension

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