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Mortgage Support Administrator

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Leeds, United Kingdom BDM Recruitment Full time

BDM Recruitment are on the look out for a Mortgage Support Administrator, you will provide essential office-based support to our clients Mortgage and Protection Adviser team. Due to their continued success, they need additional administrative support in their Financial Services Department to maintain efficient, high-quality, and compliant services for their clients. Your role will involve developing, implementing, maintaining, and improving administrative services, either independently or as part of a team.

You will play a crucial role in ensuring the efficiency of the department and the entire organization by supporting their customers through the mortgage application process. This position requires excellent communication skills, a positive attitude, and the ability to manage priorities and problem-solving skills effectively.

Key Responsibilities:

  • Manage Case Loads: Undergo significant training over 12 months to proficiently manage over 100 applications simultaneously.
  • Customer Support: Provide excellent support during the mortgage application process, ensuring customer satisfaction and compliance with regulations.
  • Administrative Tasks: Develop, implement, and improve administrative services, ensuring accurate record-keeping and document production.
  • Team Collaboration: Work effectively with colleagues and external partners, contributing to team success and customer satisfaction.

Knowledge & Understanding:

  • Mortgage Application Process: Understand the role of financial advisers, estate agents, surveyors, and conveyancers.
  • Regulatory & Compliance: Familiarity with the financial services regulatory framework, ethics, and compliance requirements.
  • Products: Knowledge of financial services products and services.
  • Systems & Processes: Understand all necessary systems and processes and their fit within the company and industry.
  • Mortgage Progression: Recognize the skills, traits, and procedures for successful mortgage support and understand the conveyancing, mortgage, and sales processes.

Professional Skills:

  • Quality Service Delivery: Deliver excellent service to customers, colleagues, and advisors, adhering to 'Treating Customers Fairly’ principles.
  • Time Management: Organize and plan work to ensure tasks are prioritized and completed on time.
  • Team Work/Team Building: Collaborate effectively with colleagues and external partners, identifying solutions and understanding team roles.
  • Communication: Manage customer relationships using written, verbal, and non-verbal communication skills.
  • Administration: Apply a range of administrative skills to support the role, including record-keeping and document production.
  • Using Systems & Processes: Adhere to systems and processes using proficient IT skills.

Professional Behaviours:

  • Professionalism: Maintain a professional demeanor, respect diversity, and adhere to the code of conduct.
  • Personal Qualities: Show integrity, reliability, self-motivation, and a positive attitude.
  • Managing Performance: Take responsibility for work, accept feedback positively, and show resilience.
  • Adaptability: Handle changing priorities effectively.
  • Enthusiasm: Show drive and energy in all tasks.
  • Dependability: Ensure high-quality work completion, manage time effectively, and show commitment to development.

Qualifications, Skills & Experience Requirements:

  • A minimum of 2 years’ experience in an administrative or secretarial role.
  • GCSE or equivalent in English and Maths.
  • Excellent interpersonal and communication skills.
  • Proficient in Microsoft applications and CRM management systems.