Mortgage Administrator

2 days ago


Aldershot, Hampshire, United Kingdom THE OPENWORK PARTNERSHIP Full time
Mortgage Administrator Role

We are seeking an experienced Mortgage Administrator to join our team at THE OPENWORK PARTNERSHIP in Hampshire. This is an office-based role that requires strong communication and organizational skills.

Key Responsibilities:
  • Manage client relationships and respond to queries in a timely and professional manner.
  • Coordinate diaries and schedule appointments with clients and stakeholders.
  • Communicate with product providers and maintain accurate records of client information.
  • Administer the CRM system and ensure up-to-date records of client details and plans.
  • Analyze valuations and information for clients' existing policies and investments.
  • Review and administer the business pipeline to ensure timely follow-up events.
Requirements:
  • Proven experience in a mortgage administration role.
  • Strong communication and organizational skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in CRM systems and Microsoft Office.

This is an exciting opportunity to join a dynamic team and contribute to the success of THE OPENWORK PARTNERSHIP. If you are a motivated and detail-oriented individual with a passion for mortgage administration, we encourage you to apply.



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