Mortgage Administrator

3 weeks ago


Chelmsford, United Kingdom Active Mortgages Full time

**Role Overview**
If you thrive in a dynamic environment, with a knack for relationship management, impeccable organisational skills and a passion for the mortgage industry, we invite you to be part of our success story.

**Key Responsibilities**
- Answering calls and handling client queries.
- Managing online enquiries with a focus on booking appointments for our advisers.
- Nurturing relationships through regular communication with clients and prospects.
- Chasing solicitors and keeping the client up to date through out.
- Holding the adviser accountable for missing opportunities.
- Demonstrating an in-depth understanding of the business to set priorities and manage expectations.
- Ensuring the CRM database is accurate and regularly updated.
- Coordinating sales data and managing records in Excel.
- Handling invoices, overseeing payments, and collating essential client files for compliance checks.
- Championing relationship management across all verticals - directors, clients, advisers, and teams.
- Continuously seeking innovative ways to support the business and the team.

**What We Expect from You**
- Alignment with our core values: Proactive, Positive, Professional, and Personal.
- Prior experience in the mortgage industry.
- Proficiency in MS Office, with a strong command over English.
- Exceptional organisational and multitasking abilities.
- Tech-savvy, with familiarity in office management systems and procedures.
- Outstanding verbal and written communication skills.
- Unwavering discretion and commitment to confidentiality.

We're all about fostering relationships and driving success. If you're ready to be a pivotal part of our journey, let's get started

**About Active Mortgages**
Active Mortgages is an award-winning mortgage and insurance brokerage renowned for its commitment to providing outstanding services to the self-employed community. As we continue to grow, we are looking for a dedicated individual to join our team, someone who mirrors our core values and is poised to contribute positively to our ever-evolving journey.

Active Mortgages is dedicated to promoting an inclusive workspace that values diversity and ensures equality for all its members.

**Job Types**: Full-time, Permanent

Pay: £20,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Chelmsford: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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