Mortgage and Protection Administrator Executive

2 weeks ago


Swindon, United Kingdom Openwork UK Ltd Full time

Reporting to the Partnership Services Team Leader, the primary purpose of the role is to assist the Mortgage and Protection Advisers with both pre

**This is a 12 month fixed term contract, based 2-3 days a week in our Swindon office.**

**The benefits**:

- Salary - up to £25,000
- Bonus scheme - on target bonus - 7.5%
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more.

**Key Accountabilities**:

- Processing new advice leads.
- Obtaining agreements in principle (AIP’s) with lenders.
- Packaging mortgage cases to lenders including obtaining client affordability evidence (Bank Statements, SA302’s and company accounts) or protection cases with providers.
- Managing the team inbox and inbound enquiries line.
- Follow up pipeline cases proactively.
- Managing the correspondence between the adviser network and their clients.
- Providing data and reports to help the advice team.
- Sending out client declarations.
- Maintaining the CRM records.



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