Mortgage Services Associate

3 weeks ago


Harpenden, United Kingdom Pear recruitment Full time

**Mortgage Services Associate - Harpenden**

A Multi award winning independent Estate Agency who have been recognised by the Sunday Times for 4 consecutive years in their "Best 100 Small Companies to Work For" list are looking for a Mortgage Services Associate.

They have a mortgage group which sits within the group and aims to make the homebuying process as simple as possible, specialising purely in mortgages. They have over 5500 buyers register with us annually and have also invested in a Client Services Departmentwhich processes over 2500 quotes per year in relation to ancillary services we offer, such as removals, conveyancing, solicitors and of course Mortgages

What an opportunity this is, as a Mortgage Advisor you will share their ethos of delivering a bespoke service, from the day you meet clients to the day. They strive to cater for specific needs - nothing is classed as standard, and nothing is left to chance.Exemplary service sits naturally alongside unrivalled performance founded 30 years ago they continue to be driven by meaningful service and performance values, which become the unique entity it is today.

**Key Duties**:

- Liaising with Clients, Mortgage Advisers, Lenders, Solicitors and Estate Agents.
- Encourage lead generation from branch staff
- Calling self-generated opportunities from database
- Calling clients following leads from branches
- Build great relationships with clients and colleagues
- Accurate data input.
- Supporting mortgage consultant with mortgage cases as required.
- Review cases at sign-up stage against compliance quick guide.
- Distribution of Mortgage offers and tracking cases through to completion.
- Claim pro-curation fees
- Photocopy, scan, and file appropriate documents as needed, maintaining accurate records.
- Book appointments for advisor
- Comply with FCA regulations
- Comply with company standards and policies, e.g. Data Protection, Financial Crime, Treating. Customers Fairly, Complaints Procedure etc.
- Diarise and make follow up calls
- Preparing and maintaining the client file: taking fact-finding information, receiving and uploading documents to the case, updating the case notes, helping the advisor to ascertain soft facts
- Organising recommendations: carrying out research as per the advisor’s request, preparing research and KFI’s for the advisor to sign off

**Key Skills**:

- Excellent attention to detail and analytical ability
- Self-motivated with an appetite to learn
- Effective, confident communication skills with an ability to 'close’
- Excellent customer service skills
- Flexible, reliable, committed
- Team player
- Excellent time management
- The highest compliance and strong prioritising/organisational skills.
- Be culturally aligned with the company values

**Training and progression**:

- Full in house and external training provided
- C11 paraplanner qualification encouraged
- CeMAP qualification encouraged
- Continual professional development plan in place

**Remuneration**:
£25,000 per annum based on a 42.5 hour week

Additional Benefits Package (Including 28 days holiday inclusive of Bank Holidays, external 1-2-1 business coaching, competitions, company parties, Monthly lunches, end of month drinks provided by the business

**Hours**:
Monday-Friday 8:30am - 6.00pm with an hour for lunch



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