Mortgage Administrator

MORTGAGE ADMINISTRATOR - ALDERSHOT - UP TO £28K DOE

My client has been in business for many years and is very well established within financial services and within their offices near Aldershot. They have grown organically over the years by acquisition and are now looking for a strong Mortgage Administrator to support their financial team.

In this role you will be responsible for Mortgage Administration duties such as:

KEY RESPONSIBILITIES:

• Responsible for checking cases when submitted to ensure forms are completed correctly and all relevant documents attached for life companies and lenders.


• Follow all business processes for the department, to ensure that all measures are adhered to.


• To ensure new business is not processed unless it is fully compliant.


• To ensure that new business is submitted within the prescribed 5 working days.


• To ensure that any new business cases are dealt with quickly and efficiently, by liaising with the Advisor/client(s) as necessary.


• Full client detail to be accurately loaded to the database.


• Produce invoices for client fees and then follow up with the allocations team once paid to make sure allocated correctly for the advisor commission.


• Liaising with lenders/providers and clients verbally and in writing to satisfy all additional requirements to process cases through to completion, submitting all lender/provider required documentation in accordance with each providers procedures.


• Cases are diarised with the correct level of priority applicable to individual circumstance; be pro-active completing all chase and keeping clients/advisors updated with progress.


• Check within a timely fashion that mortgage offers and life acceptance terms received reflect the advice provided and update all appropriate parties.


• Daily self-management and prioritisation of own pipeline cases, incoming work and requirements of advisers, clients and the administration team.


• Ensure the telephone is answered professionally.


• Develop good communication skills with advisers and clients making sure that the adviser is aware of any changes in circumstances which will affect service/business being provided.


• Maintain a professional manner at all times when speaking to clients, lenders, providers and introducers.


• Ensuring that weekly catch up meetings and monthly pipeline meetings are arranged with the advisor / paraplanner and each case individually checked.


• Ensure all cases are put on the on risk immediately and recorded in accordance with procedure.


• Ensure any client confidential paperwork is filed away at the end of the day in a locked cupboard.


• Making drinks for clients and visitors when asked by supervisor/Senior.

This could be role for you if have good attention to detail with strong accuracy and have worked in a similar Mortgage Admin role previously.