Part Time Mortgage Administrator

5 days ago


Brentwood, United Kingdom Office Angels Full time

**Part Time Mortgage Administrator
£24,000 - £27,500 pro rata + Bonus, depending on experience
Brentwood, Essex
Monday-Wednesday, 9am-5pm**:

- One day per week, 9am-5:30pm_

Benefits: Quarterly bonus (circa £500 pro rata), 20 days annual leave pro rata plus bank holidays - increasing with service, time off over Christmas in addition to annual leave entitlement, pension scheme, regular social events, progression opportunities

Our client, a successful Mortgage Brokerage based in Brentwood is seeking an experience Mortgage Administrator to join them on a part time, permanent basis.

**Duties**:

- Sorting and distributing incoming post, organise and send outgoing post.
- Create and maintain effective filing systems / client files.
- Arrange meetings and book appointments as required.
- Update and maintain the firm's client database as required.
- Update and maintain the firm's diary system.
- Compile, manage and track invoices and payments.
- Order and maintain stationery and equipment supplies.
- Liaise with product providers and mortgage lenders, as and when necessary.
- Assist Advisers in the creation of client financial reports and letters.
- Monitor receipt of commission / fee payments from clients.
- Maintain a computerised customer database and ensure it is kept up to date.
- Create financial reports using spreadsheets.
- Working within the firm's financial guidelines all times: Compliance, Training & Competence, Complaints and Data Security policies / procedures.
- To ensure that the firm's clients are treated fairly at all times.
- To work as part of a team alongside the firm's advisers to provide clients with a professional ongoing financial planning experience.
- Attend training and to develop relevant knowledge and skills

Skills & experience required:

- Previous mortgage administration experience
- Knowledge of Finplan software packages desirable
- Excellent written and oral communication skills.
- Good report writing skills.
- Methodical and highly organised.
- Computer literate and good typing skills.
- Accurate with good attention to detail.
- Problem solving.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


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