Onboarding Officer
4 months ago
**About us**
**Mortgage Advice Bureau (MAB) is the UK’s leading mortgage intermediary. With over 200 awards and counting, we're proud of our people and reputation in the industry for innovation and supporting people to be their best. We're looking for an Onboarding Case Officer to play a key role in our Onboarding team, engaging with a range of stakeholders to welcome Mortgage Advisers and firms to operate their business as part of our brand.**
Our hybrid working model of 3 days in the office, 2 days working from home in the working week, plus flexible working patterns and long list of benefits are some of the many reasons why people love working here. Our stunning Head Office is based in Derby with free parking, a 10 minute walk from Derby train station, excellent bus links and bike racks available. What you can expect from us:
- Flexible earlier or later start and finish times around our core business hours of 9:30am - 4:30pm (For example, 8.00am-4.30pm, 9.30am-6.00pm)
- 22 days holiday allowance
- Matched Share Scheme
- Pension scheme with employer contributions up to 8%
- Learning and Development offers such as Lunch & Learn sessions, qualification support and more
- Enhanced Parental leave and Family leave
- 2 paid Volunteer days every year
- Employee Assistance Programme
- Cycle to Work scheme
- Save £££’s through our Discounts and Rewards Portal
- Free breakfast and fruit at HQ
- Your Birthday off
- Wellbeing Room onsite
- Monthly wellbeing events
- And lots more
- Liaise with key stakeholders (business owners, regional managers, individual applicants) on regulatory requirement matters
- Conduct internal and external searches on all applicants
- Answer any questions from applicants in a direct and friendly manner
- Represent our brand with a positive attitude and professional appearance
- Carry out all necessary referencing for all applicants
- Execute due diligence activities for all advisers
- Manage agency numbers and adviser trading documents
- Be responsible for the ongoing management of adviser agency details - processing transfers and changes in licencing authority/lender authorisations
- Maintain accurate adviser and business records internally, and with providers, throughout the adviser/business appointment
**To be successful in this role, you will have**:
- Experience in delivering great customer service
- Relationship building skills
- Strong attention to detail
- Tenacity and an inquisitive nature
- Ability to work to targets and tight deadlines
- Solution-focused approach to solving problems
- Proficient with Microsoft Office suite
- Strong organisational skills and the ability to work under pressure
- **Please note this is not a Recruitment/HR role, this role sits within our Sales division.**_
**Salary**: £23,000.00-£24,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Discounted or free food
- Employee discount
- Employee stock purchase plan
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Paid volunteer time
- Referral programme
- Store discount
- Transport links
- Work from home
Schedule:
- Monday to Friday
**Education**:
- A-Level or equivalent (preferred)
**Experience**:
- Customer Service: 1 year (required)
Work Location: Hybrid remote in Derby
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