Mortgage Administrator
3 weeks ago
Experienced Mortgage Administrator required. Join a busy firm of City financial planners and mortgage brokers. Any mortgage background considered. We are offering a great opportunity to progress your career
Are you seeking to develop your mortgage client relationship management and paraplanning skills?
Are you calm under pressure, resilient by nature and keen to get on?
We take care of the financial planning needs of wealthy but time-poor professionals, and we have fun whilst we are doing it
This is a fantastic opportunity for an experienced mortgage administrator. We like to recruit aspirational individuals and well support you in your career with us. Maybe you would like to run a team in the future or become a mortgage broker. If you are hardworkingand share our core values, you could achieve this with us.
**The role**
Working within the Mortgage and Protection team, your role will be to support the advisers and ensure the smooth delivery of customer service and client communication. You will be onboarding new clients and liaising with existing ones to update them on theprogress of their cases.
Duties will include:
- Processing new business through to completion.
- Managing client service requests to ensure 100% satisfaction.
- Maintaining client files and keeping clients updated through the process.
- Arranging reviews and preparing documentation.
- Research mortgage and protection options to assist the brokers.
- Attending client meetings and taking notes when required.
**Benefits**
Pension, study support with industry exams and ongoing training.
**Additional Information**
Hybrid working arrangement with 2-3 days in the office.
**Essential Skills**
- Two years + mortgage administration experience.
- CeMAP preferred or the desire to become qualified.
- Share our aspirational, resilient, and dynamic core values.
- Dedicated, adaptable and committed to continuous personal development.
- Excellent communication skills and able to build client trust and confidence.
- Strong attention to detail, an organised approach and able to prioritise and remain calm under pressure.
- Good overall knowledge of mortgage lender and protection criteria and compliance.
- Good Microsoft and diary management skills.
Keywords: Mortgage, Administrator, Lender, Underwriter, Case Manager, Client Service, Broker, Finance, Home Purchase, Funding, Trainee Adviser, Broker, Paraplanner.
**About Company**
We are a City of London business, part of the renowned Quilter Group with our office based in Quilters London HQ. We specialise in helping London based corporate executives, small business owners and professionals with their financial planning needs. Wehave a strong set of core values, and our aim is to provide a valued holistic financial planning service to mass affluent, time poor London professionals. We accompany our clients on their journey with us which often starts with mortgage advice and moves towealth management and other complex financial advice needs. We are a great business run by ambitious and resilient individuals and have a clear plan for our growth over the next few years.
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