Administration Assistant
4 months ago
The Client Completion Manager will be supporting Mortgage and Protection Advisers by engaging with clients, lenders, protection providers and third parties.
TASKS AND DUTIES:
- Assessing client documents and ensuring that they are in line with polices, criteria and compliance
- Chase documents from clients and help them complete fact finds if required
- Create letters and reports
- Supporting advisors by conducting research with lenders and preparing for appointments
- Promote the profile of the business within the profession and wider community
ESSENTIAL SKILLS:
- Experience of working in a fast paced environment and juggling multiple tasks effectively and efficiently
- Must be trustworthy and have a high level of integrity
- Provide a high level of customer experience
- Engaging with clients confidently face to face and over the phone
- Self-starter with a positive, proactive, confident attitude
- Good communication skills and able to build trusting relationships with clients. Must communicate in a fair and clear manner
- Mortgage administration experience is desirable but not essential as training will be provided
- Diary management
**Job Types**: Part-time, Permanent
Part-time hours: 25 per week
**Salary**: £11.50-£12.00 per hour
**Benefits**:
- Free parking
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Ability to commute/relocate:
- Southampton, SO31 4QH: reliably commute or plan to relocate before starting work (required)
**Education**:
- GCSE or equivalent (preferred)
**Experience**:
- Customer service: 1 year (preferred)
- Administrative experience: 1 year (preferred)
**Language**:
- English (preferred)
Licence/Certification:
- Driving Licence (preferred)
Work Location: In person
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