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Mortgage Assistant

1 month ago

Weybridge, United Kingdom Coast Partnership Full time

**We have a spectacular role for a mortgage broker support assistant in Weybridge**

**This is the perfect role for someone ready to take the next step in their career. The firm has a fantastic working culture and they support their employees professional development every step of the way.**

**This is a firm that cares about you.**

As a Mortgage Broker Support Assistant you will be responsible for supporting brokers across all aspects of the product lifecycle, dealing with enquiries from initial registration through to post completion enquiries relating to mortgages.

The role will deal with inbound calls to broker support desk and associated follow up where required.

**Key Accountabilities**
- To support and develop relationships with introducers to the buy to let division (specifically mortgage introducers, clubs, networks and packagers) to support delivery of new business targets and customer service SLA’s
- Speaking to our introducers and handling new business enquiries, including criteria and case submission queries
- Assisting broker partners with any aspect of broker registration, case submission requirements and support/guidance on using our broker portal
- Monitoring and tracking case pipeline and following up with brokers where appropriate
- Ensuring that any reports/CRM system is kept up to date, accurately recording the discussions/activities.
- Support with general areas such as criteria updates, sourcing system maintenance and broker databases e.g. marketing list
- Identify sales opportunities for referral to an appropriate sales team member as appropriate
- Producing ad-hoc MI as and when required
- Support the needs of the business as required.
- Ensure up to date knowledge of competition (e.g., competitors, criteria, etc)
- Knowledge of general market as applicable/where enables and/or impacts sales e.g., basic mortgage definitions, current mortgage market trends/news.

**The role offers a competitive basic salary and supporting package including 25 days holiday + bonus.**

**The role is office based ( Monday to Friday 9-5.30pm)**

**Please do get in touch if you think this is the perfect opportunity for you**

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Additional leave
- Bereavement leave
- Company events
- Company pension
- Employee discount
- Life insurance
- Transport links
- Wellness programme
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Yearly bonus

Ability to commute/relocate:

- Weybridge: reliably commute or plan to relocate before starting work (required)

Work Location: In person

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