Mortgage & Protection Processor

2 months ago


Edinburgh, United Kingdom Rettie and Co. Full time

**Key details**:
**Location**:Wemyss Place **Edinburgh** or Bath Street **Glasgow** (hybrid working available with a minimum of 3 days in the office).
**Department**: Financial Services
**Work Contract**:Permanent, 37.5 hours
**Days & Hours**:Monday to Friday 09:00-17:30

**About the role**:
As a Mortgage & Protection Processor, you'll be responsible for contributing to an exceptional customer experience for all our clients.

You'll book in mortgage appointments and also get the opportunity to self-generate protection sales such as building and contents insurance.

**About you**:
This is an ideal role for someone with experience in financial/professional services administration who can navigate their way around systems with ease. You'll be process-driven with high attention to detail and be able to work at pace, without compromising on quality.

As well as being customer-focused, you'll demonstrate strong skills in collaboration, communication, problem-solving, planning and organising. Bringing a positive mindset to everything you do; you'll strive to go above and beyond and be self-motivated to deliver great service to clients.

**Key responsibilities**:

- Assessing a customer's situation through open and honest conversations, where you'll have the confidence to question and handle objections
- Gathering client feedback and reviews
- Ensuring the accuracy of data input and updates into the MIDAS database
- Understanding regulatory requirements, including Anti-Money Laundering and Data Protection, and ensuring these are met
- Identifying any potentially fraudulent activity and escalating any concerns

**Key requirements**:

- Proven experience in a similar role within financial or professional services
- Proficient in the use of IT systems including MS Teams, Word, Excel and Outlook
- Prior experience of MIDAS (desirable) or a comparable database
- Understanding of the mortgage process and AML

**Competencies**:

- Customer Focus
- Communication
- Collaboration
- Problem Solving & Innovation
- Planning & Organising
- Positive Mindset

**About us**:
When you join Rettie you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determination, Dependability and Ambition guide our actions and behaviours towards our clients and each other, daily. Based on these values, we aspire to cultivate and grow diverse, capable teams in an environment which will help you realise your career potential.


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