Mortgage Administrator: sought by our client, a successful, growing financial advisory practice, specialising in mortgage and protection / general insurance advice.

Mortgage Administrator: The primary responsibilities:

• Speaking to lenders, solicitors and providers to ensure applications are processed in a timely manner.
• Obtaining outstanding / required documents from clients and supplying them to lenders, providers, and
• Progress reporting to advisers for existing pipeline and providing a list of upcoming
• Identifying problems in the application process and resolving them with the help of
• Contacting clients by phone and email to provide updates and make them aware of upcoming

Ensuring client documents are stored and filed correctly.

• Using CRM system to type up fact finds, demands and needs letters, and create policy
• Policy reconciliation for commission

This is alongside the typical office / clerical and administrative duties like phone answering, greeting clients etc.

As well as the above, they expect candidates to demonstrate a positive, can-do attitude where working as part of a team is the norm. Previous administration experience is essential and if this has been gained within the financial services arena that would be beneficial although not essential. All candidates must be fluent in English and must be proficient users of MS Office software. Some experience of using databases would also be desirable.

Mortgage Administrator: Minimum requirements:

The role is working within a regulated business and due to the nature of the information available it will include detailed background and credit checks as well as employer referencing. Applicants must not have a criminal record and we are unable to accept applications from those who are banned from driving.

Mortgage Administrator: What they offer

A supportive, friendly environment where they encourage staff to learn the business inside out and give full training on products and systems. As well as this, all staff are entitled to:

• 20 days holiday + bank holidays
• Closure for Christmas (as additional days, not required to be taken out of your annual leave allowance)
• Pension scheme
• Flexible working hours
• Annual discretionary bonus
• Various social events throughout the year (incl. annual overseas trip)