Mortgage Admin Coordinator

6 days ago

Chippenham, United Kingdom Acorn Recruitment Limited Full time

A top leading mortgage organisation in Chippenham is seeking a Mortgage Admin Coordinator due to expansion.
- Monday to Friday
- 9am - 5pm or 8am - 4pm
- Office based at least two days a week possibly three.
- £20,000 - 23,000 per annum, plus bonus
- Career opportunities
- Fixed term for twelve months initially.
- A vibrant company culture

The organisation has worked closely with property investors for more than 20 years and during this time has grown to become one of the leading specialist brokers in the UK. Their expert team is trained to offer a flexible and friendly service giving the customers access to products from the market's many providers.

They strive to make the process of finding a mortgage as simple and stress-free as possible, and achieve this through a combination of leading technology, expert knowledge and a personable approach, for which they are regularly recognised for their success and professionalism.

About the role:

- As a Mortgage Assessor, you will provide assistance to our team of expert mortgage and protection consultants to ensure that our customers' cases are progressed in a timely manor.

Main accountabilities:

- Annually, review and assess the personal and business financial profiles of firms, firm principals and adviser members of the networks.
- Complete Management Information reports relevant to financial reviews completed, approved and declined (when needed).
- Maintain and communicate daily updates (working with the Broker Services Manager and Head of Broker Services) to relevant networks staff, management and executive teams.
- Keep abreast of internal process, regulatory and/or legislative changes to authorised recruitment procedures.
- Administration Tasks - other duties as required by the Head of Broker Services

Technical Skills / Competencies
- Intermediate IT skills - Microsoft Office Suite
- Knowledge and Expertise (relating to specialist knowledge and expertise required to undertake the role
- Full working knowledge of internal systems (training provided)
- Proficient user of Microsoft Excel, Outlook and Word
- Knowledge of Financial Conduct Authority authorisation requirements - particularly the Fit and Proper test for Approved Persons in relation to financial soundness would be preferred but not essential as training will be provided.
- Ability to collate and distribute relevant Management Information in the absence of the Financial Monitoring Team Leader (when required).
- Knowledge of the structure, presentation and interpretation of Company/Business Accounts (training will be provided)

Experience, qualifications and other requirements specific to the role:
Essential
- GCSE Maths / English (grade C or above)
- Good written and oral communication
- Ability to take ownership for workload and work to set quality and service level agreed standards
- Ability to work well within a team environment
- Requirement to maintain a high degree of confidentiality when dealing with sensitive personal and business data

About you:

- You will be highly organised, computer literate and trusted to work with mínimal levels of supervision.
- The Administrators look after a fast moving and ever-changing case load so you will be comfortable shifting priorities and working towards tight deadlines.
- Prior administrative experience is required, however, property and mortgage experience is not essential.
- Must have very good excel skills.

Acorn by Synergie acts as an employment agency for permanent recruitment.

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