Mortgage Administrator
4 days ago
We are currently looking for an experienced mortgage administrator to join an extremely busy financial services business. This is a brilliant opportunity for a motivated and committed individual. You will be responsible for the day-to-day administrationfor all mortgage clients and processing mortgage cases and liaising with lenders and clients directly.
- Assist in sourcing suitable mortgages (Research & Affordability)
- Provide Key Facts Illustrations in advance of client meetings
- Preparation and sending of client agreements via DocuSign
- Liaise with lenders, insurance companies, solicitors and clients
- Deal with correspondence and produce Mortgage/Equity Release Suitability Letters, for sign off by the MD
- Maintain the mortgage department’s resource library e.g., replenishing Terms of Business, Fact Finds, etc., when required
- Maintain expected commission payments on Finplan and support the accounts department to match fees where required
- Ensure compliance with FCA and Company compliance procedures
- Ensure all tasks are carried out within FCA regulatory requirements
- Follow Anti-Money Laundering Procedures and comply with GDPR requirements
- Ensure that all dealings with clients are of a proper and entirely factual nature
**Person Specification**:
- Background in mortgages
- IT literate with good keyboard skills
- Professional with an excellent telephone manner
**Additional Information**:
- Thames Ditton, office-based role
- 37.5 days a week, Monday-Friday ideally 8.30-5.30 (flexible)
- Minimum 20 days holiday (negotiable) + pension + bonus scheme
Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of yourchoice
Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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