Mortgage Administrator

7 months ago

Welling, United Kingdom Trinity Finance Full time

**Job Title: Mortgage/Life Administrator**

**Reporting to**: The Directors

**Responsibilities**:General**:
Portray a professional image, in such a manner so as to enhance the reputation of the company with both customers and introducers alike.
- Communicate in a professional manner, ensuring the client/s and all other relevant parties are kept fully informed.
- Establish good working relationships with all Sales Advisors.
- Establish a professional and close working relationship with Introducers.
- Assist senior management and the Board of Directors with ad hoc duties as and when required.
- Comply with company procedures and guidelines at all times.

**Mortgage Processing**:

- Ensure all supporting documentation has been provided.
- Load and scan client information correctly on to Revolution.
- Communicate with the lender throughout the process, providing additional information if required.
- Check mortgage offer to ensure accuracy.
- Communicate regularly with solicitors through to legal completion.
- Maintain accurate and up to date notes commentary for compliance purposes.

**Protection Processing**:

- Set reviews by which the product provider is chased to ensure early underwriting and issuing of acceptance terms.
- Communicate with client/s and Medical Practitioners to ensure medical evidence is returned without delay.
- Communicate with the product providers throughout the process, providing additional information as and when it is requested.
- Check terms of acceptance and ensure protection policies are risked in accordance with client/s wishes.
- Maintain accurate and up to date notes commentary for compliance purposes.

**General Insurance Processing**:

- Set reviews by which the product provider is chased to ensure early underwriting and issuing of acceptance terms.
- Communicate with product providers throughout the process providing additional information as and when it is requested.
- Check terms of acceptance and ensure the general insurance policies are risked accordance with client/s wishes.
- Maintain accurate and up to date notes commentary for compliance purposes.

**Compliance Responsibilities**
- Follow and adhere to company procedures and guidelines at all times
- Follow and adhere to all regulatory requirements as set out by the FCA
- Ensure information that comes to light which conflicts with the original information provided is brought to the attention of line management.

**Treating Customers Fairly**

The individual is also responsible for supporting the culture of TCF and ensuring it is embedded in the company. This involves:

- Being constantly mindful of TCF
- Ensuring processes and actions meet the 6 consumer outcomes
- Recommending improvements where appropriate
- Embracing the culture of TCF in day-to-day working practice

Pay: £22,000.00-£28,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

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