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Financial Services Administrator
2 months ago
We are seeking a highly organized and detail-oriented Mortgage Administrator to join our team at Reed. As a Mortgage Administrator, you will play a crucial role in supporting our Mortgage Advisors in progressing mortgages through to legal completion and beyond.
Key Responsibilities:
- Progress mortgages through to legal completion and beyond, ensuring timely and accurate completion.
- Conduct research tasks for Advisers on relevant mortgage products, staying up-to-date with industry developments and regulations.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising.
- Monitor client emails and account management of repeat clients, providing exceptional customer service.
- Act as the first point of contact for queries from clients, lenders, and conveyancers, ensuring prompt and professional responses.
- Perform general office administration duties, including filing, scanning, photocopying, and answering the telephone.
- Support with marketing activities as required, contributing to the growth and success of our business.
- Update and maintain systems and files, ensuring accuracy and compliance with regulatory requirements.
- Collaborate with advisors to ensure all activities meet compliance and regulatory requirements, upholding the highest standards of professionalism.
Requirements:
- Proven administration experience within a mortgage or financial services environment, with a strong understanding of industry regulations.
- Excellent communication and customer service skills, with the ability to build strong relationships with clients and colleagues.
- Excellent computer skills, including database setup and maintenance, Microsoft Office, including Excel and Word.
- Attention to detail and experience of working with prescribed systems and procedures, ensuring accuracy and efficiency.
- Self-motivated and professional individual, with a strong work ethic and ability to work independently.
What We Offer:
- Negotiable salary, dependent on experience.
- Office-based position in a dynamic and supportive environment.