Mortgage Administrator

7 months ago

LeeontheSolent, United Kingdom VIBE Specialist Finance Full time

**Role**: Relationship Manager

**Location**: Unit H4, Daedalus Park, Daedalus Drive, Lee on the Solent, Hampshire, PO13 9FX

**Salary**: From £22k-£25kpa dependent on experience

**Hours per week**: 35hrs

**Reporting to **Kim McGinley, Director

**Job Purpose**:
VIBE Specialist Finance raises the bar for all property-based financial services by re-defining industry standards and emerging as the first and only choice for anyone seeking a broker to partner with.We achieve this by providing a first-rate service to all our clients, helping them to realise their dreams of property ownership and making it possible for them to dare to dream even bigger

Our Relationship Manager plays a crucial part in enabling us to deliver our service. They support, manage and administer loan cases from initial submission right through to completion, liaising with both direct clients as well as our introducing partners lenders, valuers and solicitors.

**Key Duties and Responsibilities**
- To take full ownership of client cases, providing exemplary customer care throughout.
- To make a great first impression when conducting Discovery Calls with potential clients.
- To undertake due diligence searches on applicants and properties prior to case submission.
- To chase clients, lenders, valuers and solicitors for case updates and relay to clients and partners.
- To adopt a ‘nothing is too much trouble’ approach with clients throughout their journey with us ensuring their expectations are carefully managed and their needs are met.
- To positively represent the company at training courses, networking events and lender meetings.
- To update spreadsheets, folders, documentation and in-house CRM systems, taking care to ensure supplementary documentation is uploaded.
- To carefully check information for accuracy and keep it stored in line with our GDPR policies.
- To positively represent the company by attending training courses, networking events and lender meetings.
- To meet and, wherever possible, exceed both individual and collective targets.
- To create engaging and informative posts on the company’s social media pages.
- To answer phone calls in a polite and helpful manner, being sure to direct calls to the appropriate colleague promptly or taking and passing on clear messages when required.

**General duties and Flexibility**

To willingly undertake any other tasks as reasonably requested in line with this Job Description.

To comply with all employee policies and procedures of VIBE Specialist Finance.

To, on occasion agree to attend events that take place out of standard office hours and/or on weekends.

This job description is indicative of the range of current duties and responsibilities for the post, it is not comprehensive. It is inevitable that the duties will change to reflect the evolving needs of our business and it is essential therefore that it is regarded with a degree of flexibility, so that needs can be met. All changes will be discussed with the post holder.

**Person Specification**

**Knowledge and qualifications**

Ideally will possess a CeMAP qualification, but this is not essential.

Experience managing client accounts.

Insurance experience preferred, but this is not essential

**Skills and experience**

Mortgage broking/lending experience in Specialist Finance for a minimum of 2yrs.

Able to work effectively as part of a close-knit team.

Exceptional eye for detail

Excellent IT skills (Word and Excel essential) and a proficient user of CRM systems.

Able to manage several projects at once, dealing with newly emerging priorities as they arise.

Strong communication skills with the ability to explain complex information clearly, communicate across all levels and respect client confidentiality.

Extremely reliable with good time keeping skills.

**Personal Attributes**

Positive, can-do attitude with a solution focused approach and the ability to make sound decisions.

Able to self-manage and work autonomously without supervision.

Always willing to go the extra mile to deliver on promises made.

Flexible and adaptable to cope with the fast-paced and exciting nature of working for a start-up.

**All VIBE Specialist Finance employees will be asked to review and adhere to our VIBE positive behaviors. This helps us to make sure we build a tribe with the right VIBE**

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

**Salary**: £22,000.00-£25,000.00 per year

**Benefits**:

- Additional leave
- Casual dress
- Company events
- Free parking
- On-site parking
- Sick pay
- Work from home

Schedule:

- Holidays
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Lee-On-The-Solent: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Mortgage Administration: 2 years (required)
- Customer service: 2 years (required)

Work Location: In person

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