Mortgage Administrator
5 days ago
**Industry**: Financial Services
**Location**: Wrexham
**Hours**: Full time. 9am until 5pm (Monday to Friday)
**Salary**: Up to £21,000p/a
**Contract type**: Permanent
**Benefits;**
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Exam support and funding
- Discretionary company and individual performance bonus
- Bike to work scheme
- Team socials
**Key Duties and Responsibilities**:
- Preparation of documentation for client meetings
- Creation and maintenance of new and existing client records on the CRM
- Consistent and regular case tracking with mortgage lenders to see where each case is up to - chasing and providing any further info that is required to obtain offers as quickly as possible
- Collating required documents from Advisor to enable the creation and processing of the business submission set to the Business Assurance
- Ensuring all compliance documents are completed and documented on each case
- Writing a comprehensive suitability letter whilst adhering to set timescales
- Liaising with Solicitors and building up professional relationships with third parties to assist in the forward movement of a case
- Maintenance of Mortgage tracker - keeping ahead of future re-mortgages for existing clients
- Arranging client invoicing and fees
- Arranging client welcome cards and gifts
- Appointment making
- Answering of Incoming office calls
- Reprioritise workload to ensure that all urgent work is actioned in a timely manner
- Be involved and contribute at team meetings
**Person Specification**:
- Previous experience in Mortgage Admin or similar role
- Genuine interest in Financial Services
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Ability to multitask and manage a high number of cases at any one time
- Excellent written and verbal communication skills
- Excellent IT Skills
- Approaches work positively with a can-do attitude and take responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
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